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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 $2.3T AUM 54.33% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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 $552B AUM 44.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

IBM Retirement Fund's WCC Position: Q1 2017 in Review

IBM Retirement Fund sold out of WESCO International (WCC) in Q1 2017, closing a stake of 3,842 shares — an estimated $256K sold.

IBM Retirement Fund first reported a position in WCC in Q2 2013 and held it in 14 quarters. The position peaked at $1.57M in Q4 2013. 232 funds tracked by Wall St. Rank hold WCC as of Q1 2017.

  • IBM Retirement Fund reported no remaining WESCO International position as of Q1 2017 after selling out during the quarter.
  • IBM Retirement Fund sold 3,842 WESCO International shares in Q1 2017, an estimated $256K.
  • IBM Retirement Fund first reported a position in WESCO International in Q2 2013 and held it in 14 quarters.
  • IBM Retirement Fund's WESCO International position peaked at $1.57M in Q4 2013.
  • 232 funds tracked by Wall St. Rank held WESCO International as of Q1 2017.

Based on IBM Retirement Fund's 13F filing for Q1 2017, filed 10 May 2017.