IC
WSTC

InterOcean Capital’s West Corporation WSTC Stock Holding History

InterOcean Capital’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
2016
Q4 		– Sell
-26,000
Closed -$574K – 182
2016
Q3 		$574K Sell
26,000
-600
-2% -$13.4K 0.13% 82
2016
Q2 		$523K Buy
+26,600
New +$571K 0.13% 81

Other funds holding WSTC

THLTP
Thomas H. Lee (THL) Partners Boston, Massachusetts $205M AUM 1.84% 1-Year Est. Return
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
QGI
Quadrangle GP Investors New York $93.6M AUM 10.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

InterOcean Capital's WSTC Position: Q4 2016 in Review

InterOcean Capital sold out of West Corporation (WSTC) in Q4 2016, closing a stake of 26,000 shares — an estimated $574K sold.

InterOcean Capital first reported a position in WSTC in Q2 2016 and held it in 2 quarters. The position peaked at $574K in Q3 2016. 147 funds tracked by Wall St. Rank hold WSTC as of Q4 2016.

  • InterOcean Capital reported no remaining West Corporation position as of Q4 2016 after selling out during the quarter.
  • InterOcean Capital sold 26,000 West Corporation shares in Q4 2016, an estimated $574K.
  • InterOcean Capital first reported a position in West Corporation in Q2 2016 and held it in 2 quarters.
  • InterOcean Capital's West Corporation position peaked at $574K in Q3 2016.
  • 147 funds tracked by Wall St. Rank held West Corporation as of Q4 2016.

Based on InterOcean Capital's 13F filing for Q4 2016, filed 14 Feb 2017.