Boston Trust Walden’s SOLARWINDS INC COM STK (DE) SWI Stock Holding History

Boston Trust Walden’s Portfolio SWI Stock Details SWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-837,593	Closed	-$32.9M	–	360
2015 Q3	$32.9M	Sell	837,593 -35,669	-4%	-$1.47M	0.55%	59
2015 Q2	$40.3M	Sell	873,262 -23,728	-3%	-$1.17M	0.61%	48
2015 Q1	$46M	Buy	896,990 +107,410	+14%	+$5.34M	0.68%	42
2014 Q4	$39.3M	Sell	789,580 -18,918	-2%	-$901K	0.59%	61
2014 Q3	$34M	Sell	808,498 -10,175	-1%	-$423K	0.53%	74
2014 Q2	$31.6M	Buy	818,673 +140,205	+21%	+$5.6M	0.46%	105
2014 Q1	$28.9M	Buy	678,468 +173,879	+34%	+$7.41M	0.43%	112
2013 Q4	$19.1M	Buy	+504,589	New	+$17.6M	0.28%	140

Other funds holding SWI

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

OAM

Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BHG

Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return

Boston Trust Walden's SWI Position: Q4 2015 in Review

Boston Trust Walden sold out of SOLARWINDS INC COM STK (DE) (SWI) in Q4 2015, closing a stake of 837,593 shares — an estimated $32.9M sold.

Boston Trust Walden first reported a position in SWI in Q4 2013 and held it in 8 quarters. The position peaked at $46M in Q1 2015. 232 funds tracked by Wall St. Rank hold SWI as of Q4 2015.

Boston Trust Walden reported no remaining SOLARWINDS INC COM STK (DE) position as of Q4 2015 after selling out during the quarter.
Boston Trust Walden sold 837,593 SOLARWINDS INC COM STK (DE) shares in Q4 2015, an estimated $32.9M.
Boston Trust Walden first reported a position in SOLARWINDS INC COM STK (DE) in Q4 2013 and held it in 8 quarters.
Boston Trust Walden's SOLARWINDS INC COM STK (DE) position peaked at $46M in Q1 2015.
232 funds tracked by Wall St. Rank held SOLARWINDS INC COM STK (DE) as of Q4 2015.

Based on Boston Trust Walden's 13F filing for Q4 2015, filed 21 Jan 2016.