Capital Fund Management (CFM)’s West Corporation WSTC Stock Holding History

Capital Fund Management (CFM)’s Portfolio WSTC Stock Details WSTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-8,200	Closed	-$203K	–	2008
2016 Q4	$203K	Buy	+8,200	New	+$190K	﹤0.01%	1576
2015 Q4	–	Sell	-22,240	Closed	-$498K	–	1818
2015 Q3	$498K	Buy	22,240 +1,687	+8%	+$44.4K	0.01%	1040
2015 Q2	$619K	Sell	20,553 -4,147	-17%	-$131K	0.01%	999
2015 Q1	$833K	Buy	+24,700	New	+$820K	0.01%	848

Other funds holding WSTC

THLTP

Thomas H. Lee (THL) Partners Boston, Massachusetts $205M AUM 1.84% 1-Year Est. Return

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WFI

West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Fund Management (CFM)'s WSTC Position: Q1 2017 in Review

Capital Fund Management (CFM) sold out of West Corporation (WSTC) in Q1 2017, closing a stake of 8,200 shares — an estimated $203K sold.

Capital Fund Management (CFM) first reported a position in WSTC in Q1 2015 and held it in 4 quarters. The position peaked at $833K in Q1 2015. 144 funds tracked by Wall St. Rank hold WSTC as of Q1 2017.

Capital Fund Management (CFM) reported no remaining West Corporation position as of Q1 2017 after selling out during the quarter.
Capital Fund Management (CFM) sold 8,200 West Corporation shares in Q1 2017, an estimated $203K.
Capital Fund Management (CFM) first reported a position in West Corporation in Q1 2015 and held it in 4 quarters.
Capital Fund Management (CFM)'s West Corporation position peaked at $833K in Q1 2015.
144 funds tracked by Wall St. Rank held West Corporation as of Q1 2017.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2017, filed 3 May 2017.