Achievement Holdings’s Workiva WK Stock Holding History

Achievement Holdings’s Portfolio WK Stock Details WK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-20,000	Closed	-$268K	–	280
2014 Q4	$268K	Buy	+20,000	New	+$274K	0.01%	225

Other funds holding WK

CCM

Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Achievement Holdings's WK Position: Q1 2015 in Review

Achievement Holdings sold out of Workiva (WK) in Q1 2015, closing a stake of 20,000 shares — an estimated $268K sold.

Achievement Holdings first reported a position in WK in Q4 2014 and held it in 1 quarter. The position peaked at $268K in Q4 2014. 38 funds tracked by Wall St. Rank hold WK as of Q1 2015.

Achievement Holdings reported no remaining Workiva position as of Q1 2015 after selling out during the quarter.
Achievement Holdings sold 20,000 Workiva shares in Q1 2015, an estimated $268K.
Achievement Holdings first reported a position in Workiva in Q4 2014 and held it in 1 quarter.
Achievement Holdings's Workiva position peaked at $268K in Q4 2014.
38 funds tracked by Wall St. Rank held Workiva as of Q1 2015.

Based on Achievement Holdings's 13F filing for Q1 2015, filed 12 May 2015.