SIP
WSTC

Stoneridge Investment Partners’s West Corporation WSTC Stock Holding History

Stoneridge Investment Partners’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
Q1 		– Sell
-61,128
Closed -$1.51M – 376
2016
Q4 		$1.51M Buy
+61,128
New +$1.42M 0.21% 137

Other funds holding WSTC

THLTP
Thomas H. Lee (THL) Partners Boston, Massachusetts $205M AUM 1.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stoneridge Investment Partners's WSTC Position: Q1 2017 in Review

Stoneridge Investment Partners sold out of West Corporation (WSTC) in Q1 2017, closing a stake of 61,128 shares — an estimated $1.51M sold.

Stoneridge Investment Partners first reported a position in WSTC in Q4 2016 and held it in 1 quarter. The position peaked at $1.51M in Q4 2016. 144 funds tracked by Wall St. Rank hold WSTC as of Q1 2017.

  • Stoneridge Investment Partners reported no remaining West Corporation position as of Q1 2017 after selling out during the quarter.
  • Stoneridge Investment Partners sold 61,128 West Corporation shares in Q1 2017, an estimated $1.51M.
  • Stoneridge Investment Partners first reported a position in West Corporation in Q4 2016 and held it in 1 quarter.
  • Stoneridge Investment Partners's West Corporation position peaked at $1.51M in Q4 2016.
  • 144 funds tracked by Wall St. Rank held West Corporation as of Q1 2017.

Based on Stoneridge Investment Partners's 13F filing for Q1 2017, filed 1 May 2017.