WT
ELX

Whittier Trust’s EMULEX CORP ELX Stock Holding History

Whittier Trust’s Portfolio ELX Stock Details ELX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-400
Closed -$2K – 1080
2014
Q2 		$2K Hold
400
– – ﹤0.01% 1012
2014
Q1 		$3K Hold
400
– – ﹤0.01% 1020
2013
Q4 		$3K Buy
+400
New +$2.97K ﹤0.01% 1016

Other funds holding ELX

Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EBIM
Eagle Boston Investment Management Boston, Massachusetts $87.3M AUM 4.18% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Whittier Trust's ELX Position: Q3 2014 in Review

Whittier Trust sold out of EMULEX CORP (ELX) in Q3 2014, closing a stake of 400 shares — an estimated $2K sold.

Whittier Trust first reported a position in ELX in Q4 2013 and held it in 3 quarters. The position peaked at $3K in Q1 2014. 147 funds tracked by Wall St. Rank hold ELX as of Q3 2014.

  • Whittier Trust reported no remaining EMULEX CORP position as of Q3 2014 after selling out during the quarter.
  • Whittier Trust sold 400 EMULEX CORP shares in Q3 2014, an estimated $2K.
  • Whittier Trust first reported a position in EMULEX CORP in Q4 2013 and held it in 3 quarters.
  • Whittier Trust's EMULEX CORP position peaked at $3K in Q1 2014.
  • 147 funds tracked by Wall St. Rank held EMULEX CORP as of Q3 2014.

Based on Whittier Trust's 13F filing for Q3 2014, filed 7 Nov 2014.