Emerald Mutual Fund Advisers Trust’s West Corporation WSTC Stock Holding History

Emerald Mutual Fund Advisers Trust’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	-12,273	Closed	-$304K	–	311
2016 Q4	$304K	Sell	12,273 -8,092	-40%	-$188K	0.01%	266
2016 Q3	$450K	Buy	20,365 +398	+2%	+$8.91K	0.02%	238
2016 Q2	$393K	Buy	19,967 +2,994	+18%	+$64.3K	0.02%	230
2016 Q1	$387K	Sell	16,973 -333	-2%	-$6.93K	0.02%	213
2015 Q4	$373K	Buy	+17,306	New	+$415K	0.02%	231

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 Mutual Fund Advisers Trust's WSTC Position: Q1 2017 in Review

Emerald Mutual Fund Advisers Trust sold out of West Corporation (WSTC) in Q1 2017, closing a stake of 12,273 shares — an estimated $304K sold.

Emerald Mutual Fund Advisers Trust first reported a position in WSTC in Q4 2015 and held it in 5 quarters. The position peaked at $450K in Q3 2016. 144 funds tracked by Wall St. Rank hold WSTC as of Q1 2017.

Emerald Mutual Fund Advisers Trust reported no remaining West Corporation position as of Q1 2017 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 12,273 West Corporation shares in Q1 2017, an estimated $304K.
Emerald Mutual Fund Advisers Trust first reported a position in West Corporation in Q4 2015 and held it in 5 quarters.
Emerald Mutual Fund Advisers Trust's West Corporation position peaked at $450K in Q3 2016.
144 funds tracked by Wall St. Rank held West Corporation as of Q1 2017.

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