Weatherbie Capital’s Stamps.com, Inc. STMP Stock Holding History

Weatherbie Capital’s Portfolio STMP Stock Details STMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$42.3M	Buy	369,298 +63,140	+21%	+$6.56M	5.31%	1
2016 Q3	$28.9M	Buy	306,158 +154,306	+102%	+$13.4M	3.64%	5
2016 Q2	$13.3M	Buy	+151,852	New	+$13.6M	1.88%	21
2014 Q3	–	Sell	-147,153	Closed	-$4.96M	–	80
2014 Q2	$4.96M	Sell	147,153 -241,859	-62%	-$7.88M	0.44%	53
2014 Q1	$13.1M	Sell	389,012 -157,699	-29%	-$5.93M	1.24%	32
2013 Q4	$23M	Sell	546,711 -22,974	-4%	-$1.03M	2.13%	18
2013 Q3	$26.2M	Sell	569,685 -12,956	-2%	-$542K	2.43%	6
2013 Q2	$22.9M	Buy	+582,641	New	+$19.5M	2.4%	7

Other funds holding STMP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HCS

Harvest Capital Strategies San Francisco, California $73.7M AUM 7.47% 1-Year Est. Return

Weatherbie Capital's STMP Position: Q4 2016 in Review

Weatherbie Capital increased its Stamps.com, Inc. (STMP) stake by 21% in Q4 2016, buying an estimated $6.56M and bringing the position to 369,298 shares worth $42.3M. The position accounts for 5.31% of the portfolio, ranked #1.

Weatherbie Capital first reported a position in STMP in Q2 2013 and has held it in 8 quarters since. 243 funds tracked by Wall St. Rank hold STMP as of Q4 2016.

Weatherbie Capital held 369,298 shares of Stamps.com, Inc. worth $42.3M as of Q4 2016.
Weatherbie Capital bought 63,140 Stamps.com, Inc. shares in Q4 2016, an estimated $6.56M.
Stamps.com, Inc. made up 5.31% of Weatherbie Capital's portfolio in Q4 2016, its #1 holding.
Weatherbie Capital first reported a position in Stamps.com, Inc. in Q2 2013 and has held it in 8 quarters since.
243 funds tracked by Wall St. Rank held Stamps.com, Inc. as of Q4 2016.

Based on Weatherbie Capital's 13F filing for Q4 2016, filed 14 Feb 2017.