UWPG
WSTC

Ullmann Wealth Partners Group’s West Corporation WSTC Stock Holding History

Ullmann Wealth Partners Group’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
-701
Closed -$17K – 170
2017
Q1 		$17K Buy
+701
New +$17.2K 0.01% 119

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 $145B AUM 34.61% 1-Year Est. Return

Ullmann Wealth Partners Group's WSTC Position: Q2 2017 in Review

Ullmann Wealth Partners Group sold out of West Corporation (WSTC) in Q2 2017, closing a stake of 701 shares — an estimated $17K sold.

Ullmann Wealth Partners Group first reported a position in WSTC in Q1 2017 and held it in 1 quarter. The position peaked at $17K in Q1 2017. 152 funds tracked by Wall St. Rank hold WSTC as of Q2 2017.

  • Ullmann Wealth Partners Group reported no remaining West Corporation position as of Q2 2017 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 701 West Corporation shares in Q2 2017, an estimated $17K.
  • Ullmann Wealth Partners Group first reported a position in West Corporation in Q1 2017 and held it in 1 quarter.
  • Ullmann Wealth Partners Group's West Corporation position peaked at $17K in Q1 2017.
  • 152 funds tracked by Wall St. Rank held West Corporation as of Q2 2017.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2017, filed 24 Jul 2017.