JIC
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Joel Isaacson & Co’s Super Micro Computer SMCI Stock Holding History

Joel Isaacson & Co’s Portfolio SMCI Stock Details SMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-1,000
Closed -$3K – 764
2016
Q1 		$3K Hold
1,000
– – ﹤0.01% 704
2015
Q4 		$2K Buy
+1,000
New +$2.61K ﹤0.01% 699

Other funds holding SMCI

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Joel Isaacson & Co's SMCI Position: Q2 2016 in Review

Joel Isaacson & Co sold out of Super Micro Computer (SMCI) in Q2 2016, closing a stake of 1,000 shares — an estimated $3K sold.

Joel Isaacson & Co first reported a position in SMCI in Q4 2015 and held it in 2 quarters. The position peaked at $3K in Q1 2016. 182 funds tracked by Wall St. Rank hold SMCI as of Q2 2016.

  • Joel Isaacson & Co reported no remaining Super Micro Computer position as of Q2 2016 after selling out during the quarter.
  • Joel Isaacson & Co sold 1,000 Super Micro Computer shares in Q2 2016, an estimated $3K.
  • Joel Isaacson & Co first reported a position in Super Micro Computer in Q4 2015 and held it in 2 quarters.
  • Joel Isaacson & Co's Super Micro Computer position peaked at $3K in Q1 2016.
  • 182 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2016.

Based on Joel Isaacson & Co's 13F filing for Q2 2016, filed 22 Jul 2016.