SCM
SWI

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

Shelton 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
2016
Q1 		– Sell
-6,762
Closed -$398K – 800
2015
Q4 		$398K Hold
6,762
– – 0.04% 430
2015
Q3 		$265K Hold
6,762
– – 0.03% 587
2015
Q2 		$312K Hold
6,762
– – 0.03% 562
2015
Q1 		$346K Hold
6,762
– – 0.04% 531
2014
Q4 		$337K Buy
+6,762
New +$322K 0.04% 525
2014
Q3 		– Sell
-6,842
Closed -$265K – 807
2014
Q2 		$265K Hold
6,842
– – 0.04% 623
2014
Q1 		$292K Hold
6,842
– – 0.04% 545
2013
Q4 		$259K Hold
6,842
– – 0.04% 585
2013
Q3 		$240K Hold
6,842
– – 0.04% 567
2013
Q2 		$266K Buy
+6,842
New +$313K 0.05% 477

Other funds holding SWI

BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Shelton Capital Management's SWI Position: Q1 2016 in Review

Shelton Capital Management sold out of SOLARWINDS INC COM STK (DE) (SWI) in Q1 2016, closing a stake of 6,762 shares — an estimated $398K sold.

Shelton Capital Management first reported a position in SWI in Q2 2013 and held it in 10 quarters. The position peaked at $398K in Q4 2015. 4 funds tracked by Wall St. Rank hold SWI as of Q1 2016.

  • Shelton Capital Management reported no remaining SOLARWINDS INC COM STK (DE) position as of Q1 2016 after selling out during the quarter.
  • Shelton Capital Management sold 6,762 SOLARWINDS INC COM STK (DE) shares in Q1 2016, an estimated $398K.
  • Shelton Capital Management first reported a position in SOLARWINDS INC COM STK (DE) in Q2 2013 and held it in 10 quarters.
  • Shelton Capital Management's SOLARWINDS INC COM STK (DE) position peaked at $398K in Q4 2015.
  • 4 funds tracked by Wall St. Rank held SOLARWINDS INC COM STK (DE) as of Q1 2016.

Based on Shelton Capital Management's 13F filing for Q1 2016, filed 13 May 2016.