WP
EXAM

WMS Partners’s EXAMWORKS GROUP INC COM STK (DE) EXAM Stock Holding History

WMS Partners’s Portfolio EXAM Stock Details EXAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-51,880
Closed -$2.03M – 279
2015
Q2 		$2.03M Buy
51,880
+214
+0.4% +$8.81K 0.24% 86
2015
Q1 		$2.15M Buy
+51,666
New +$2.08M 0.26% 76
2014
Q4 		– Sell
-26,300
Closed -$862K – 258
2014
Q3 		$862K Hold
26,300
– – 0.13% 97
2014
Q2 		$834K Hold
26,300
– – 0.13% 97
2014
Q1 		$921K Buy
26,300
+10,000
+61% +$324K 0.15% 91
2013
Q4 		$487K Hold
16,300
– – 0.08% 122
2013
Q3 		$424K Hold
16,300
– – 0.08% 119
2013
Q2 		$346K Buy
+16,300
New +$305K 0.06% 152

Other funds holding EXAM

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
PPCP
Pivot Point Capital Partners San Francisco, California $6.16M AUM 30.13% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

WMS Partners's EXAM Position: Q3 2015 in Review

WMS Partners sold out of EXAMWORKS GROUP INC COM STK (DE) (EXAM) in Q3 2015, closing a stake of 51,880 shares — an estimated $2.03M sold.

WMS Partners first reported a position in EXAM in Q2 2013 and held it in 8 quarters. The position peaked at $2.15M in Q1 2015. 153 funds tracked by Wall St. Rank hold EXAM as of Q3 2015.

  • WMS Partners reported no remaining EXAMWORKS GROUP INC COM STK (DE) position as of Q3 2015 after selling out during the quarter.
  • WMS Partners sold 51,880 EXAMWORKS GROUP INC COM STK (DE) shares in Q3 2015, an estimated $2.03M.
  • WMS Partners first reported a position in EXAMWORKS GROUP INC COM STK (DE) in Q2 2013 and held it in 8 quarters.
  • WMS Partners's EXAMWORKS GROUP INC COM STK (DE) position peaked at $2.15M in Q1 2015.
  • 153 funds tracked by Wall St. Rank held EXAMWORKS GROUP INC COM STK (DE) as of Q3 2015.

Based on WMS Partners's 13F filing for Q3 2015, filed 12 Nov 2015.