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Cascade Investment Advisors’s Super Micro Computer SMCI Stock Holding History

Cascade Investment Advisors’s Portfolio SMCI Stock Details SMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-372,500
Closed -$779K – 218
2017
Q4 		$779K Sell
372,500
-4,000
-1% -$8.59K 0.62% 76
2017
Q3 		$832K Hold
376,500
– – 0.69% 69
2017
Q2 		$928K Buy
376,500
+6,250
+2% +$15.3K 0.79% 61
2017
Q1 		$939K Buy
370,250
+36,750
+11% +$97.4K 0.82% 59
2016
Q4 		$935K Buy
+333,500
New +$840K 0.8% 61

Other funds holding SMCI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Cascade Investment Advisors's SMCI Position: Q1 2018 in Review

Cascade Investment Advisors sold out of Super Micro Computer (SMCI) in Q1 2018, closing a stake of 372,500 shares — an estimated $779K sold.

Cascade Investment Advisors first reported a position in SMCI in Q4 2016 and held it in 5 quarters. The position peaked at $939K in Q1 2017. 148 funds tracked by Wall St. Rank hold SMCI as of Q1 2018.

  • Cascade Investment Advisors reported no remaining Super Micro Computer position as of Q1 2018 after selling out during the quarter.
  • Cascade Investment Advisors sold 372,500 Super Micro Computer shares in Q1 2018, an estimated $779K.
  • Cascade Investment Advisors first reported a position in Super Micro Computer in Q4 2016 and held it in 5 quarters.
  • Cascade Investment Advisors's Super Micro Computer position peaked at $939K in Q1 2017.
  • 148 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2018.

Based on Cascade Investment Advisors's 13F filing for Q1 2018, filed 23 Apr 2018.