Peconic Partners’s Applied Micro Circuits Corporation New AMCC Stock Holding History

Peconic Partners’s Portfolio AMCC Stock Details AMCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-40,000	Closed	-$406K	–	55
2015 Q4	$406K	Buy	40,000 +5,000	+14%	+$33.7K	0.13%	23
2015 Q3	$186K	Sell	35,000 -10,000	-22%	-$58.7K	0.03%	31
2015 Q2	$304K	Hold	45,000	–	–	0.05%	36
2015 Q1	$230K	Hold	45,000	–	–	0.04%	43
2014 Q4	$293K	Hold	45,000	–	–	0.06%	29
2014 Q3	$315K	Hold	45,000	–	–	0.04%	38
2014 Q2	$486K	Hold	45,000	–	–	0.06%	50
2014 Q1	$446K	Buy	45,000 +10,000	+29%	+$108K	0.04%	54
2013 Q4	$468K	Buy	35,000 +10,000	+40%	+$124K	0.05%	60
2013 Q3	$323K	Buy	25,000 +15,000	+150%	+$170K	0.04%	63
2013 Q2	$88K	Buy	+10,000	New	+$78.4K	0.01%	60

Other funds holding AMCC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KRC

Kingdom Ridge Capital White Plains, New York $750M AUM 34.23% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WEC

White Elm Capital Greenwich, Connecticut $118M AUM 42.18% 1-Year Est. Return

Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PIMJS

PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

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

Peconic Partners's AMCC Position: Q1 2016 in Review

Peconic Partners sold out of Applied Micro Circuits Corporation New (AMCC) in Q1 2016, closing a stake of 40,000 shares — an estimated $406K sold.

Peconic Partners first reported a position in AMCC in Q2 2013 and held it in 11 quarters. The position peaked at $486K in Q2 2014. 116 funds tracked by Wall St. Rank hold AMCC as of Q1 2016.

Peconic Partners reported no remaining Applied Micro Circuits Corporation New position as of Q1 2016 after selling out during the quarter.
Peconic Partners sold 40,000 Applied Micro Circuits Corporation New shares in Q1 2016, an estimated $406K.
Peconic Partners first reported a position in Applied Micro Circuits Corporation New in Q2 2013 and held it in 11 quarters.
Peconic Partners's Applied Micro Circuits Corporation New position peaked at $486K in Q2 2014.
116 funds tracked by Wall St. Rank held Applied Micro Circuits Corporation New as of Q1 2016.

Based on Peconic Partners's 13F filing for Q1 2016, filed 16 May 2016.