Acadian Asset Management
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Acadian Asset Management’s Willamette Valley Vineyards WVVI Stock Holding History

Acadian Asset Management’s Portfolio WVVI Stock Details WVVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-550
Closed -$5K – 1856
2017
Q4 		$5K Buy
+550
New +$4.59K ﹤0.01% 1500

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PCM
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TA
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SGAM
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GF
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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

Acadian Asset Management's WVVI Position: Q1 2018 in Review

Acadian Asset Management sold out of Willamette Valley Vineyards (WVVI) in Q1 2018, closing a stake of 550 shares — an estimated $5K sold.

Acadian Asset Management first reported a position in WVVI in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 23 funds tracked by Wall St. Rank hold WVVI as of Q1 2018.

  • Acadian Asset Management reported no remaining Willamette Valley Vineyards position as of Q1 2018 after selling out during the quarter.
  • Acadian Asset Management sold 550 Willamette Valley Vineyards shares in Q1 2018, an estimated $5K.
  • Acadian Asset Management first reported a position in Willamette Valley Vineyards in Q4 2017 and held it in 1 quarter.
  • Acadian Asset Management's Willamette Valley Vineyards position peaked at $5K in Q4 2017.
  • 23 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q1 2018.

Based on Acadian Asset Management's 13F filing for Q1 2018, filed 12 Apr 2018.