CAL
IM

Capital Analysts LLC’s Ingram Micro IM Stock Holding History

Capital Analysts LLC’s Portfolio IM Stock Details IM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-75
Closed -$2.67K – 417
2016
Q3 		$2.67K Buy
+75
New +$2.6K ﹤0.01% 356

Other funds holding IM

OC
Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FPF
FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return

Capital Analysts LLC's IM Position: Q4 2016 in Review

Capital Analysts LLC sold out of Ingram Micro (IM) in Q4 2016, closing a stake of 75 shares — an estimated $2.67K sold.

Capital Analysts LLC first reported a position in IM in Q3 2016 and held it in 1 quarter. The position peaked at $2.67K in Q3 2016. 3 funds tracked by Wall St. Rank hold IM as of Q4 2016.

  • Capital Analysts LLC reported no remaining Ingram Micro position as of Q4 2016 after selling out during the quarter.
  • Capital Analysts LLC sold 75 Ingram Micro shares in Q4 2016, an estimated $2.67K.
  • Capital Analysts LLC first reported a position in Ingram Micro in Q3 2016 and held it in 1 quarter.
  • Capital Analysts LLC's Ingram Micro position peaked at $2.67K in Q3 2016.
  • 3 funds tracked by Wall St. Rank held Ingram Micro as of Q4 2016.

Based on Capital Analysts LLC's 13F filing for Q4 2016, filed 10 Feb 2017.