RIL
WSTC

Rothschild Investment LLC’s West Corporation WSTC Stock Holding History

Rothschild Investment LLC’s Portfolio WSTC Stock Details WSTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-33,850
Closed -$827K – 496
2017
Q1 		$827K Sell
33,850
-27,350
-45% -$669K 0.1% 212
2016
Q4 		$1.51M Sell
61,200
-5,000
-8% -$116K 0.18% 138
2016
Q3 		$1.46M Sell
66,200
-7,500
-10% -$168K 0.18% 135
2016
Q2 		$1.45M Sell
73,700
-400
-0.5% -$8.59K 0.18% 131
2016
Q1 		$1.69M Buy
74,100
+1,000
+1% +$20.8K 0.22% 114
2015
Q4 		$1.58M Sell
73,100
-5,220
-7% -$125K 0.2% 116
2015
Q3 		$1.75M Buy
78,320
+250
+0.3% +$6.59K 0.23% 106
2015
Q2 		$2.35M Buy
78,070
+10,470
+15% +$331K 0.27% 96
2015
Q1 		$2.28M Buy
67,600
+13,200
+24% +$438K 0.27% 97
2014
Q4 		$1.79M Sell
54,400
-200
-0.4% -$6.16K 0.21% 109
2014
Q3 		$1.61M Sell
54,600
-900
-2% -$25.3K 0.2% 124
2014
Q2 		$1.49M Hold
55,500
– – 0.19% 128
2014
Q1 		$1.33M Sell
55,500
-800
-1% -$19.6K 0.18% 130
2013
Q4 		$1.45M Buy
56,300
+900
+2% +$21.1K 0.2% 117
2013
Q3 		$1.23M Buy
55,400
+6,270
+13% +$143K 0.18% 118
2013
Q2 		$1.09M Buy
+49,130
New +$1.07M 0.18% 123

Other funds holding WSTC

THLTP
Thomas H. Lee (THL) Partners Boston, Massachusetts $205M AUM 1.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Rothschild Investment LLC's WSTC Position: Q2 2017 in Review

Rothschild Investment LLC sold out of West Corporation (WSTC) in Q2 2017, closing a stake of 33,850 shares — an estimated $827K sold.

Rothschild Investment LLC first reported a position in WSTC in Q2 2013 and held it in 16 quarters. The position peaked at $2.35M in Q2 2015. 152 funds tracked by Wall St. Rank hold WSTC as of Q2 2017.

  • Rothschild Investment LLC reported no remaining West Corporation position as of Q2 2017 after selling out during the quarter.
  • Rothschild Investment LLC sold 33,850 West Corporation shares in Q2 2017, an estimated $827K.
  • Rothschild Investment LLC first reported a position in West Corporation in Q2 2013 and held it in 16 quarters.
  • Rothschild Investment LLC's West Corporation position peaked at $2.35M in Q2 2015.
  • 152 funds tracked by Wall St. Rank held West Corporation as of Q2 2017.

Based on Rothschild Investment LLC's 13F filing for Q2 2017, filed 21 Jul 2017.