Emerald Advisers’s West Corporation WSTC Stock Holding History

Emerald Advisers’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	-9,885	Closed	-$245K	–	290
2016 Q4	$245K	Sell	9,885 -19,183	-66%	-$445K	0.01%	243
2016 Q3	$642K	Sell	29,068 -14,687	-34%	-$329K	0.03%	269
2016 Q2	$860K	Buy	43,755 +3,849	+10%	+$82.6K	0.04%	259
2016 Q1	$911K	Sell	39,906 -595	-1%	-$12.4K	0.04%	257
2015 Q4	$874K	Buy	+40,501	New	+$971K	0.04%	261

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

Emerald Advisers's WSTC Position: Q1 2017 in Review

Emerald Advisers sold out of West Corporation (WSTC) in Q1 2017, closing a stake of 9,885 shares — an estimated $245K sold.

Emerald Advisers first reported a position in WSTC in Q4 2015 and held it in 5 quarters. The position peaked at $911K in Q1 2016. 144 funds tracked by Wall St. Rank hold WSTC as of Q1 2017.

Emerald Advisers reported no remaining West Corporation position as of Q1 2017 after selling out during the quarter.
Emerald Advisers sold 9,885 West Corporation shares in Q1 2017, an estimated $245K.
Emerald Advisers first reported a position in West Corporation in Q4 2015 and held it in 5 quarters.
Emerald Advisers's West Corporation position peaked at $911K in Q1 2016.
144 funds tracked by Wall St. Rank held West Corporation as of Q1 2017.

Based on Emerald Advisers's 13F filing for Q1 2017, filed 28 Apr 2017.