Kames Capital Management’s Skyworks Solutions SWKS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q4	$49.9M	Buy	685,981 +160,264	+30%	+$11.7M	1.47%	27
2014 Q3	$30.5M	Sell	525,717 -163,017	-24%	-$9.46M	0.95%	42
2014 Q2	$32.3M	Sell	688,734 -4,848	-0.7%	-$228K	1.03%	36
2014 Q1	$26M	Sell	693,582 -141,856	-17%	-$5.32M	0.82%	47
2013 Q4	$23.9M	Buy	+835,438	New	+$23.9M	0.79%	49