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Transaction Details

Company: Ancestry.com
Yahoo Beta:1.19
Industry:Internet information providers

Company Description:  Ancestry.com, Inc., offers online subscription services to individuals wishing to conduct genealogical research. In addition to providing online access to a wide range of sources, the company offers tools to build family trees and allows individuals to collaborate.

Purchase Date:16 Nov 2011 Sale Date:28 Dec 2012
Purchase Price:$23.92 Sale Price:$32.00
  --Split Adjusted:$23.92  --Split Adjusted:$32.00
Shares Purchased:100 Shares Sold:100
  --Split Adjusted:100  --Split Adjusted:100
Transaction Fee:$8.95 Transaction Fee:$0.00
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$44.70 High$0.00
Date20 Jul 2011 Date01 Jan 1996
Low$21.79 Low$0.00
Date19 Oct 2011 Date01 Jan 1996
S&P (Purchase Date):$1,253.01 S&P (Sale Date):$1,402.43

Timing:  We bought near the bottom of the six month range.
Reason:  The current price is below our analyst's conservative valuation. The company is profitable, even with a high churn rate. There is still significant room to grow, particularly internationally. Currently, about 30% of subscribers are outside the US.

Timing:  0
Reason:  We received a cash tender for our shares.

S&P Gain: 11.92 % Annualized Gain: 11.55%
Stock Gain: 33.78 % Annualized Gain: 32.65%

Net Holding Return ($): $799.05
Net Holding Return (%): 33.28 %