TAM
EXAM

Tocqueville Asset Management’s EXAMWORKS GROUP INC COM STK (DE) EXAM Stock Holding History

Tocqueville Asset Management’s Portfolio EXAM Stock Details EXAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-5,766
Closed -$240K – 993
2014
Q4 		$240K Sell
5,766
-567
-9% -$21.6K ﹤0.01% 865
2014
Q3 		$207K Sell
6,333
-767
-11% -$25.2K ﹤0.01% 811
2014
Q2 		$225K Buy
7,100
+1,258
+22% +$41.2K ﹤0.01% 940
2014
Q1 		$205K Buy
5,842
+3,675
+170% +$119K ﹤0.01% 786
2013
Q4 		$65K Buy
+2,167
New +$60.1K ﹤0.01% 1008

Other funds holding EXAM

Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
PPCP
Pivot Point Capital Partners San Francisco, California $6.16M AUM 30.13% 1-Year Est. Return

Tocqueville Asset Management's EXAM Position: Q1 2015 in Review

Tocqueville Asset Management sold out of EXAMWORKS GROUP INC COM STK (DE) (EXAM) in Q1 2015, closing a stake of 5,766 shares — an estimated $240K sold.

Tocqueville Asset Management first reported a position in EXAM in Q4 2013 and held it in 5 quarters. The position peaked at $240K in Q4 2014. 167 funds tracked by Wall St. Rank hold EXAM as of Q1 2015.

  • Tocqueville Asset Management reported no remaining EXAMWORKS GROUP INC COM STK (DE) position as of Q1 2015 after selling out during the quarter.
  • Tocqueville Asset Management sold 5,766 EXAMWORKS GROUP INC COM STK (DE) shares in Q1 2015, an estimated $240K.
  • Tocqueville Asset Management first reported a position in EXAMWORKS GROUP INC COM STK (DE) in Q4 2013 and held it in 5 quarters.
  • Tocqueville Asset Management's EXAMWORKS GROUP INC COM STK (DE) position peaked at $240K in Q4 2014.
  • 167 funds tracked by Wall St. Rank held EXAMWORKS GROUP INC COM STK (DE) as of Q1 2015.

Based on Tocqueville Asset Management's 13F filing for Q1 2015, filed 30 Apr 2015.