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West Oak Capital’s Applied Optoelectronics AAOI Stock Holding History

West Oak Capital’s Portfolio AAOI Stock Details AAOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-100
Closed -$2.47K – 336
2018
Q3 		$2.47K Hold
100
– – ﹤0.01% 334
2018
Q2 		$4.49K Hold
100
– – ﹤0.01% 289
2018
Q1 		$2.51K Buy
+100
New +$3.11K ﹤0.01% 312

Other funds holding AAOI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

West Oak Capital's AAOI Position: Q4 2018 in Review

West Oak Capital sold out of Applied Optoelectronics (AAOI) in Q4 2018, closing a stake of 100 shares — an estimated $2.47K sold.

West Oak Capital first reported a position in AAOI in Q1 2018 and held it in 3 quarters. The position peaked at $4.49K in Q2 2018. 139 funds tracked by Wall St. Rank hold AAOI as of Q4 2018.

  • West Oak Capital reported no remaining Applied Optoelectronics position as of Q4 2018 after selling out during the quarter.
  • West Oak Capital sold 100 Applied Optoelectronics shares in Q4 2018, an estimated $2.47K.
  • West Oak Capital first reported a position in Applied Optoelectronics in Q1 2018 and held it in 3 quarters.
  • West Oak Capital's Applied Optoelectronics position peaked at $4.49K in Q2 2018.
  • 139 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q4 2018.

Based on West Oak Capital's 13F filing for Q4 2018, filed 8 Jan 2019.