IRF
WCC

IBM Retirement Fund’s WESCO International WCC Stock Holding History

IBM Retirement Fund’s Portfolio WCC Stock Details WCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-3,842
Closed -$256K – 736
2016
Q4 		$256K Sell
3,842
-77
-2% -$4.89K 0.01% 826
2016
Q3 		$241K Sell
3,919
-333
-8% -$19.1K 0.01% 898
2016
Q2 		$219K Sell
4,252
-187
-4% -$10.5K 0.01% 944
2016
Q1 		$243K Sell
4,439
-5,778
-57% -$257K 0.01% 899
2015
Q4 		$446K Buy
+10,217
New +$476K 0.01% 1013
2015
Q3 		– Sell
-10,264
Closed -$705K – 1002
2015
Q2 		$705K Sell
10,264
-271
-3% -$19.4K 0.01% 895
2015
Q1 		$736K Sell
10,535
-14
-0.1% -$969 0.01% 870
2014
Q4 		$804K Buy
10,549
+1,004
+11% +$79K 0.02% 826
2014
Q3 		$747K Sell
9,545
-1,254
-12% -$104K 0.01% 815
2014
Q2 		$939K Sell
10,799
-78
-0.7% -$6.81K 0.02% 803
2014
Q1 		$915K Sell
10,877
-6,367
-37% -$546K 0.02% 793
2013
Q4 		$1.57M Sell
17,244
-618
-3% -$51.5K 0.02% 742
2013
Q3 		$1.37M Sell
17,862
-2,568
-13% -$190K 0.02% 793
2013
Q2 		$1.39M Buy
+20,430
New +$1.46M 0.02% 819

Other funds holding WCC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return