Polen Capital Management
SWI

Polen Capital Management’s SOLARWINDS INC COM STK (DE) SWI Stock Holding History

Polen Capital Management’s Portfolio SWI Stock Details SWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-13,770
Closed -$532K – 25
2014
Q2 		$532K Sell
13,770
-702
-5% -$28.1K 0.01% 23
2014
Q1 		$617K Buy
+14,472
New +$617K 0.01% 21

Other funds holding SWI

LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Polen Capital Management's SWI Position: Q3 2014 in Review

Polen Capital Management sold out of SOLARWINDS INC COM STK (DE) (SWI) in Q3 2014, closing a stake of 13,770 shares — an estimated $532K sold.

Polen Capital Management first reported a position in SWI in Q1 2014 and held it in 2 quarters. The position peaked at $617K in Q1 2014. 215 funds tracked by Wall St. Rank hold SWI as of Q3 2014.

  • Polen Capital Management reported no remaining SOLARWINDS INC COM STK (DE) position as of Q3 2014 after selling out during the quarter.
  • Polen Capital Management sold 13,770 SOLARWINDS INC COM STK (DE) shares in Q3 2014, an estimated $532K.
  • Polen Capital Management first reported a position in SOLARWINDS INC COM STK (DE) in Q1 2014 and held it in 2 quarters.
  • Polen Capital Management's SOLARWINDS INC COM STK (DE) position peaked at $617K in Q1 2014.
  • 215 funds tracked by Wall St. Rank held SOLARWINDS INC COM STK (DE) as of Q3 2014.

Based on Polen Capital Management's 13F filing for Q3 2014, filed 14 Nov 2014.