AWA
WBC

Acorn Wealth Advisors’s WABCO HOLDINGS INC. WBC Stock Holding History

Acorn Wealth Advisors’s Portfolio WBC Stock Details WBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-689
Closed -$79K – 490
2018
Q2 		$79K Hold
689
– – 0.07% 200
2018
Q1 		$90K Hold
689
– – 0.08% 187
2017
Q4 		$103K Buy
+689
New +$101K 0.09% 168

Other funds holding WBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Acorn Wealth Advisors's WBC Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of WABCO HOLDINGS INC. (WBC) in Q3 2018, closing a stake of 689 shares — an estimated $79K sold.

Acorn Wealth Advisors first reported a position in WBC in Q4 2017 and held it in 3 quarters. The position peaked at $103K in Q4 2017. 327 funds tracked by Wall St. Rank hold WBC as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining WABCO HOLDINGS INC. position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 689 WABCO HOLDINGS INC. shares in Q3 2018, an estimated $79K.
  • Acorn Wealth Advisors first reported a position in WABCO HOLDINGS INC. in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's WABCO HOLDINGS INC. position peaked at $103K in Q4 2017.
  • 327 funds tracked by Wall St. Rank held WABCO HOLDINGS INC. as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.