IPRC
SCHW

Indices-Pac Research Corporation’s Charles Schwab SCHW Stock Holding History

Indices-Pac Research Corporation’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-61,788
Closed -$1.31M – 244
2013
Q3 		$1.31M Buy
+61,788
New +$1.34M 0.86% 35

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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Indices-Pac Research Corporation's SCHW Position: Q4 2013 in Review

Indices-Pac Research Corporation sold out of Charles Schwab (SCHW) in Q4 2013, closing a stake of 61,788 shares — an estimated $1.31M sold.

Indices-Pac Research Corporation first reported a position in SCHW in Q3 2013 and held it in 1 quarter. The position peaked at $1.31M in Q3 2013. 608 funds tracked by Wall St. Rank hold SCHW as of Q4 2013.

  • Indices-Pac Research Corporation reported no remaining Charles Schwab position as of Q4 2013 after selling out during the quarter.
  • Indices-Pac Research Corporation sold 61,788 Charles Schwab shares in Q4 2013, an estimated $1.31M.
  • Indices-Pac Research Corporation first reported a position in Charles Schwab in Q3 2013 and held it in 1 quarter.
  • Indices-Pac Research Corporation's Charles Schwab position peaked at $1.31M in Q3 2013.
  • 608 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2013.

Based on Indices-Pac Research Corporation's 13F filing for Q4 2013, filed 14 Feb 2014.