D.A. Davidson & Co’s West Corporation WSTC Stock Holding History

D.A. Davidson & Co’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 Q3	–	Sell	-1,000	Closed	-$23K	–	2328
2017 Q2	$23K	Sell	1,000 -2,072	-67%	-$49.3K	﹤0.01%	1789
2017 Q1	$75K	Buy	3,072 +14	+0.5%	+$343	﹤0.01%	1358
2016 Q4	$75K	Sell	3,058 -3,227	-51%	-$74.9K	﹤0.01%	1432
2016 Q3	$138K	Buy	6,285 +5,306	+542%	+$119K	﹤0.01%	1108
2016 Q2	$19K	Buy	979 +142	+17%	+$3.05K	﹤0.01%	1788
2016 Q1	$19K	Buy	837 +308	+58%	+$6.41K	﹤0.01%	1733
2015 Q4	$11K	Buy	+529	New	+$12.7K	﹤0.01%	1889

Other funds holding WSTC

THLTP

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

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

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

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

D.A. Davidson & Co's WSTC Position: Q3 2017 in Review

D.A. Davidson & Co sold out of West Corporation (WSTC) in Q3 2017, closing a stake of 1,000 shares — an estimated $23K sold.

D.A. Davidson & Co first reported a position in WSTC in Q4 2015 and held it in 7 quarters. The position peaked at $138K in Q3 2016. 135 funds tracked by Wall St. Rank hold WSTC as of Q3 2017.

D.A. Davidson & Co reported no remaining West Corporation position as of Q3 2017 after selling out during the quarter.
D.A. Davidson & Co sold 1,000 West Corporation shares in Q3 2017, an estimated $23K.
D.A. Davidson & Co first reported a position in West Corporation in Q4 2015 and held it in 7 quarters.
D.A. Davidson & Co's West Corporation position peaked at $138K in Q3 2016.
135 funds tracked by Wall St. Rank held West Corporation as of Q3 2017.

Based on D.A. Davidson & Co's 13F filing for Q3 2017, filed 8 Nov 2017.