ShearLink Capital’s Skyworks Solutions SWKS Stock Holding History

ShearLink Capital’s Portfolio SWKS Stock Details SWKS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-101,618	Closed	-$10.4M	–	12
2017 Q3	$10.4M	Sell	101,618 -24,987	-20%	-$2.59M	4.13%	10
2017 Q2	$12.1M	Sell	126,605 -34,100	-21%	-$3.5M	5.35%	10
2017 Q1	$15.7M	Sell	160,705 -181,854	-53%	-$16.6M	6.26%	6
2016 Q4	$25.6M	Sell	342,559 -104,644	-23%	-$8.06M	8.6%	3
2016 Q3	$34M	Buy	447,203 +77,212	+21%	+$5.38M	10.8%	5
2016 Q2	$23.4M	Buy	369,991 +232,091	+168%	+$15.8M	10.19%	4
2016 Q1	$10.7M	Buy	+137,900	New	+$9.35M	4.27%	12

Other funds holding SWKS

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ShearLink Capital's SWKS Position: Q4 2017 in Review

ShearLink Capital sold out of Skyworks Solutions (SWKS) in Q4 2017, closing a stake of 101,618 shares — an estimated $10.4M sold.

ShearLink Capital first reported a position in SWKS in Q1 2016 and held it in 7 quarters. The position peaked at $34M in Q3 2016. 747 funds tracked by Wall St. Rank hold SWKS as of Q4 2017.

ShearLink Capital reported no remaining Skyworks Solutions position as of Q4 2017 after selling out during the quarter.
ShearLink Capital sold 101,618 Skyworks Solutions shares in Q4 2017, an estimated $10.4M.
ShearLink Capital first reported a position in Skyworks Solutions in Q1 2016 and held it in 7 quarters.
ShearLink Capital's Skyworks Solutions position peaked at $34M in Q3 2016.
747 funds tracked by Wall St. Rank held Skyworks Solutions as of Q4 2017.

Based on ShearLink Capital's 13F filing for Q4 2017.