JG
WMAR

Joel Greenblatt’s West Marine Inc WMAR Stock Holding History

Joel Greenblatt’s Portfolio WMAR Stock Details WMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-12,459
Closed -$177K – 1136
2013
Q4 		$177K Sell
12,459
-10,337
-45% -$132K ﹤0.01% 937
2013
Q3 		$276K Sell
22,796
-36,609
-62% -$419K 0.01% 806
2013
Q2 		$653K Buy
+59,405
New +$701K 0.03% 623

Other funds holding WMAR

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
MCO
MAK Capital One New York $714M AUM 68.07% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Joel Greenblatt's WMAR Position: Q1 2014 in Review

Joel Greenblatt sold out of West Marine Inc (WMAR) in Q1 2014, closing a stake of 12,459 shares — an estimated $177K sold.

Joel Greenblatt first reported a position in WMAR in Q2 2013 and held it in 3 quarters. The position peaked at $653K in Q2 2013. 67 funds tracked by Wall St. Rank hold WMAR as of Q1 2014.

  • Joel Greenblatt reported no remaining West Marine Inc position as of Q1 2014 after selling out during the quarter.
  • Joel Greenblatt sold 12,459 West Marine Inc shares in Q1 2014, an estimated $177K.
  • Joel Greenblatt first reported a position in West Marine Inc in Q2 2013 and held it in 3 quarters.
  • Joel Greenblatt's West Marine Inc position peaked at $653K in Q2 2013.
  • 67 funds tracked by Wall St. Rank held West Marine Inc as of Q1 2014.

Based on Gotham Asset Management's 13F filing for Q1 2014, filed 15 May 2014.