Charles Schwab’s WMS INDS INC WMS Stock Holding History

Charles Schwab’s Portfolio WMS Stock Details WMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-168,466	Closed	-$4.38M	–	3118
2013 Q3	$4.38M	Buy	168,466 +5,767	+4%	+$149K	0.01%	1278
2013 Q2	$4.17M	Buy	+162,699	New	+$4.13M	0.01%	1210

Charles Schwab's WMS Position: Q4 2013 in Review

Charles Schwab sold out of WMS INDS INC (WMS) in Q4 2013, closing a stake of 168,466 shares — an estimated $4.38M sold.

Charles Schwab first reported a position in WMS in Q2 2013 and held it in 2 quarters. The position peaked at $4.38M in Q3 2013. 0 funds tracked by Wall St. Rank hold WMS as of Q4 2013.

Charles Schwab reported no remaining WMS INDS INC position as of Q4 2013 after selling out during the quarter.
Charles Schwab sold 168,466 WMS INDS INC shares in Q4 2013, an estimated $4.38M.
Charles Schwab first reported a position in WMS INDS INC in Q2 2013 and held it in 2 quarters.
Charles Schwab's WMS INDS INC position peaked at $4.38M in Q3 2013.
0 funds tracked by Wall St. Rank held WMS INDS INC as of Q4 2013.

Based on Charles Schwab's 13F filing for Q4 2013, filed 14 Feb 2014.