CI
PCMI

Cavalier Investments’s PCM, Inc PCMI Stock Holding History

Cavalier Investments’s Portfolio PCMI Stock Details PCMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-11,800
Closed -$331K – 197
2017
Q2 		$331K Hold
11,800
– – 0.18% 105
2017
Q1 		$331K Buy
+11,800
New +$301K 0.19% 107

Other funds holding PCMI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Cavalier Investments's PCMI Position: Q3 2017 in Review

Cavalier Investments sold out of PCM, Inc (PCMI) in Q3 2017, closing a stake of 11,800 shares — an estimated $331K sold.

Cavalier Investments first reported a position in PCMI in Q1 2017 and held it in 2 quarters. The position peaked at $331K in Q2 2017. 83 funds tracked by Wall St. Rank hold PCMI as of Q3 2017.

  • Cavalier Investments reported no remaining PCM, Inc position as of Q3 2017 after selling out during the quarter.
  • Cavalier Investments sold 11,800 PCM, Inc shares in Q3 2017, an estimated $331K.
  • Cavalier Investments first reported a position in PCM, Inc in Q1 2017 and held it in 2 quarters.
  • Cavalier Investments's PCM, Inc position peaked at $331K in Q2 2017.
  • 83 funds tracked by Wall St. Rank held PCM, Inc as of Q3 2017.

Based on Cavalier Investments's 13F filing for Q3 2017, filed 2 Nov 2017.