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Montecito Bank & Trust’s WESCO International WCC Stock Holding History

Montecito Bank & Trust’s Portfolio WCC Stock Details WCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-100
Closed -$7K – 363
2016
Q4 		$7K Buy
+100
New +$6.35K ﹤0.01% 369

Other funds holding WCC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Montecito Bank & Trust's WCC Position: Q1 2017 in Review

Montecito Bank & Trust sold out of WESCO International (WCC) in Q1 2017, closing a stake of 100 shares — an estimated $7K sold.

Montecito Bank & Trust first reported a position in WCC in Q4 2016 and held it in 1 quarter. The position peaked at $7K in Q4 2016. 232 funds tracked by Wall St. Rank hold WCC as of Q1 2017.

  • Montecito Bank & Trust reported no remaining WESCO International position as of Q1 2017 after selling out during the quarter.
  • Montecito Bank & Trust sold 100 WESCO International shares in Q1 2017, an estimated $7K.
  • Montecito Bank & Trust first reported a position in WESCO International in Q4 2016 and held it in 1 quarter.
  • Montecito Bank & Trust's WESCO International position peaked at $7K in Q4 2016.
  • 232 funds tracked by Wall St. Rank held WESCO International as of Q1 2017.

Based on Montecito Bank & Trust's 13F filing for Q1 2017, filed 5 May 2017.