WESPAC Advisors SoCal’s NTT DOCOMO, Inc. DCM Stock Holding History

WESPAC Advisors SoCal’s Portfolio DCM Stock Details DCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-7,375	Closed	-$188K	–	293
2018 Q1	$188K	Hold	7,375	–	–	0.11%	83
2017 Q4	$175K	Hold	7,375	–	–	0.1%	85
2017 Q3	$168K	Hold	7,375	–	–	0.1%	93
2017 Q2	$174K	Hold	7,375	–	–	0.11%	87
2017 Q1	$172K	Buy	+7,375	New	+$176K	0.11%	90

Other funds holding DCM

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

WAM

World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

LCM

Logan Capital Management Newtown Square, Pennsylvania $2.3B AUM 30.85% 1-Year Est. Return

WESPAC Advisors SoCal's DCM Position: Q2 2018 in Review

WESPAC Advisors SoCal sold out of NTT DOCOMO, Inc. (DCM) in Q2 2018, closing a stake of 7,375 shares — an estimated $188K sold.

WESPAC Advisors SoCal first reported a position in DCM in Q1 2017 and held it in 5 quarters. The position peaked at $188K in Q1 2018. 43 funds tracked by Wall St. Rank hold DCM as of Q2 2018.

WESPAC Advisors SoCal reported no remaining NTT DOCOMO, Inc. position as of Q2 2018 after selling out during the quarter.
WESPAC Advisors SoCal sold 7,375 NTT DOCOMO, Inc. shares in Q2 2018, an estimated $188K.
WESPAC Advisors SoCal first reported a position in NTT DOCOMO, Inc. in Q1 2017 and held it in 5 quarters.
WESPAC Advisors SoCal's NTT DOCOMO, Inc. position peaked at $188K in Q1 2018.
43 funds tracked by Wall St. Rank held NTT DOCOMO, Inc. as of Q2 2018.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2018, filed 13 Jul 2018.