Point View Wealth Management’s Ingram Micro IM Stock Holding History

Point View Wealth Management’s Portfolio IM Stock Details IM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-27,705	Closed	-$988K	–	255
2016 Q3	$988K	Sell	27,705 -37	-0.1%	-$1.28K	0.59%	52
2016 Q2	$965K	Sell	27,742 -28	-0.1%	-$976	0.59%	50
2016 Q1	$997K	Sell	27,770 -974	-3%	-$31.2K	0.64%	44
2015 Q4	$873K	Sell	28,744 -71	-0.2%	-$2.15K	0.63%	48
2015 Q3	$785K	Buy	28,815 +4,001	+16%	+$104K	0.63%	53
2015 Q2	$621K	Buy	24,814 +3,017	+14%	+$78.9K	0.48%	76
2015 Q1	$548K	Sell	21,797 -379	-2%	-$9.64K	0.42%	87
2014 Q4	$613K	Sell	22,176 -1,030	-4%	-$27.1K	0.46%	74
2014 Q3	$599K	Hold	23,206	–	–	0.51%	68
2014 Q2	$678K	Sell	23,206 -96	-0.4%	-$2.69K	0.59%	57
2014 Q1	$689K	Hold	23,302	–	–	0.63%	53
2013 Q4	$547K	Buy	+23,302	New	+$546K	0.52%	70

Other funds holding IM

Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FPF

FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return

Point View Wealth Management's IM Position: Q4 2016 in Review

Point View Wealth Management sold out of Ingram Micro (IM) in Q4 2016, closing a stake of 27,705 shares — an estimated $988K sold.

Point View Wealth Management first reported a position in IM in Q4 2013 and held it in 12 quarters. The position peaked at $997K in Q1 2016. 3 funds tracked by Wall St. Rank hold IM as of Q4 2016.

Point View Wealth Management reported no remaining Ingram Micro position as of Q4 2016 after selling out during the quarter.
Point View Wealth Management sold 27,705 Ingram Micro shares in Q4 2016, an estimated $988K.
Point View Wealth Management first reported a position in Ingram Micro in Q4 2013 and held it in 12 quarters.
Point View Wealth Management's Ingram Micro position peaked at $997K in Q1 2016.
3 funds tracked by Wall St. Rank held Ingram Micro as of Q4 2016.

Based on Point View Wealth Management's 13F filing for Q4 2016, filed 7 Feb 2017.