West Oak Capital’s Ixia XXIA Stock Holding History

West Oak Capital’s Portfolio XXIA Stock Details XXIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-812	Closed	-$9.85K	–	321
2015 Q1	$9.85K	Hold	812	–	–	0.01%	215
2014 Q4	$9.13K	Hold	812	–	–	0.01%	229
2014 Q3	$7.42K	Hold	812	–	–	0.01%	210
2014 Q2	$9.28K	Hold	812	–	–	0.01%	209
2014 Q1	$10.2K	Buy	+812	New	+$10.4K	0.01%	204

Other funds holding XXIA

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

PBT

Pictet Bank & Trust Nassau, Bahamas $93.3M AUM 21% 1-Year Est. Return

BFA

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

West Oak Capital's XXIA Position: Q2 2015 in Review

West Oak Capital sold out of Ixia (XXIA) in Q2 2015, closing a stake of 812 shares — an estimated $9.85K sold.

West Oak Capital first reported a position in XXIA in Q1 2014 and held it in 5 quarters. The position peaked at $10.2K in Q1 2014. 126 funds tracked by Wall St. Rank hold XXIA as of Q2 2015.

West Oak Capital reported no remaining Ixia position as of Q2 2015 after selling out during the quarter.
West Oak Capital sold 812 Ixia shares in Q2 2015, an estimated $9.85K.
West Oak Capital first reported a position in Ixia in Q1 2014 and held it in 5 quarters.
West Oak Capital's Ixia position peaked at $10.2K in Q1 2014.
126 funds tracked by Wall St. Rank held Ixia as of Q2 2015.

Based on West Oak Capital's 13F filing for Q2 2015, filed 2 Jul 2015.