Wednesday, September 22, 2010

Bookkeeping: Selling Majority of Remaining Rovi (ROVI)

The fund holds less than a 1% exposure in Rovi (ROVI) after selling 55% last week, but I am selling the rest here as the stock exploded on that Apple news early in the week [Sept 20, 2010: Rovi Partners with Apple] and then an upgrade yesterday.  I will rebuy on a fill of the gap.  All but a 0.1% exposure will be leaving in the $46s.

Long Rovi in fund; no personal position


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