IMS
SWI

Index Management Solutions’s SOLARWINDS INC COM STK (DE) SWI Stock Holding History

Index Management Solutions’s Portfolio SWI Stock Details SWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-820
Closed -$38K – 820
2015
Q2 		$38K Buy
820
+101
+14% +$4.96K 0.04% 333
2015
Q1 		$37K Buy
719
+72
+11% +$3.58K 0.03% 205
2014
Q4 		$32K Buy
+647
New +$30.8K ﹤0.01% 609

Other funds holding SWI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return

Index Management Solutions's SWI Position: Q3 2015 in Review

Index Management Solutions sold out of SOLARWINDS INC COM STK (DE) (SWI) in Q3 2015, closing a stake of 820 shares — an estimated $38K sold.

Index Management Solutions first reported a position in SWI in Q4 2014 and held it in 3 quarters. The position peaked at $38K in Q2 2015. 225 funds tracked by Wall St. Rank hold SWI as of Q3 2015.

  • Index Management Solutions reported no remaining SOLARWINDS INC COM STK (DE) position as of Q3 2015 after selling out during the quarter.
  • Index Management Solutions sold 820 SOLARWINDS INC COM STK (DE) shares in Q3 2015, an estimated $38K.
  • Index Management Solutions first reported a position in SOLARWINDS INC COM STK (DE) in Q4 2014 and held it in 3 quarters.
  • Index Management Solutions's SOLARWINDS INC COM STK (DE) position peaked at $38K in Q2 2015.
  • 225 funds tracked by Wall St. Rank held SOLARWINDS INC COM STK (DE) as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.