Park West Asset Management’s Applied Optoelectronics AAOI Stock Holding History

Park West Asset Management’s Portfolio AAOI Stock Details AAOI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-323,869	Closed	-$7.51M	–	51
2014 Q2	$7.51M	Buy	323,869 +123,794	+62%	+$2.66M	0.98%	27
2014 Q1	$4.94M	Buy	200,075 +124,606	+165%	+$2.32M	0.56%	46
2013 Q4	$1.13M	Sell	75,469 -193,562	-72%	-$2.48M	0.14%	48
2013 Q3	$2.69M	Buy	+269,031	New	+$2.7M	0.4%	46

Other funds holding AAOI

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

CPIM

Columbia Partners Investment Management Alexandria, Virginia $257M AUM 8.17% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

GMCM

Gruber & McBaine Capital Management San Francisco, California $369M AUM 12.23% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

NCM

Newland Capital Management New York $110M AUM 14.59% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

Park West Asset Management's AAOI Position: Q3 2014 in Review

Park West Asset Management sold out of Applied Optoelectronics (AAOI) in Q3 2014, closing a stake of 323,869 shares — an estimated $7.51M sold.

Park West Asset Management first reported a position in AAOI in Q3 2013 and held it in 4 quarters. The position peaked at $7.51M in Q2 2014. 86 funds tracked by Wall St. Rank hold AAOI as of Q3 2014.

Park West Asset Management reported no remaining Applied Optoelectronics position as of Q3 2014 after selling out during the quarter.
Park West Asset Management sold 323,869 Applied Optoelectronics shares in Q3 2014, an estimated $7.51M.
Park West Asset Management first reported a position in Applied Optoelectronics in Q3 2013 and held it in 4 quarters.
Park West Asset Management's Applied Optoelectronics position peaked at $7.51M in Q2 2014.
86 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q3 2014.

Based on Park West Asset Management's 13F filing for Q3 2014, filed 14 Nov 2014.