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Westover Capital Advisors’s Semtech SMTC Stock Holding History

Westover Capital Advisors’s Portfolio SMTC Stock Details SMTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-6,736
Closed -$253K – 123
2017
Q3 		$253K Sell
6,736
-1,860
-22% -$69.4K 0.15% 104
2017
Q2 		$307K Sell
8,596
-114
-1% -$4K 0.2% 88
2017
Q1 		$294K Sell
8,710
-1,094
-11% -$36.7K 0.2% 86
2016
Q4 		$309K Sell
9,804
-12
-0.1% -$336 0.22% 82
2016
Q3 		$272K Buy
+9,816
New +$253K 0.2% 81

Other funds holding SMTC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Westover Capital Advisors's SMTC Position: Q4 2017 in Review

Westover Capital Advisors sold out of Semtech (SMTC) in Q4 2017, closing a stake of 6,736 shares — an estimated $253K sold.

Westover Capital Advisors first reported a position in SMTC in Q3 2016 and held it in 5 quarters. The position peaked at $309K in Q4 2016. 213 funds tracked by Wall St. Rank hold SMTC as of Q4 2017.

  • Westover Capital Advisors reported no remaining Semtech position as of Q4 2017 after selling out during the quarter.
  • Westover Capital Advisors sold 6,736 Semtech shares in Q4 2017, an estimated $253K.
  • Westover Capital Advisors first reported a position in Semtech in Q3 2016 and held it in 5 quarters.
  • Westover Capital Advisors's Semtech position peaked at $309K in Q4 2016.
  • 213 funds tracked by Wall St. Rank held Semtech as of Q4 2017.

Based on Westover Capital Advisors's 13F filing for Q4 2017, filed 15 Feb 2018.