AWA
WCC

Acorn Wealth Advisors’s WESCO International WCC Stock Holding History

Acorn Wealth Advisors’s Portfolio WCC Stock Details WCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-18
Closed -$1K – 787
2018
Q1 		$1K Hold
18
– – ﹤0.01% 830
2017
Q4 		$1K Buy
+18
New +$1.13K ﹤0.01% 791

Other funds holding WCC

Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Acorn Wealth Advisors's WCC Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of WESCO International (WCC) in Q2 2018, closing a stake of 18 shares — an estimated $1K sold.

Acorn Wealth Advisors first reported a position in WCC in Q4 2017 and held it in 2 quarters. The position peaked at $1K in Q1 2018. 241 funds tracked by Wall St. Rank hold WCC as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining WESCO International position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 18 WESCO International shares in Q2 2018, an estimated $1K.
  • Acorn Wealth Advisors first reported a position in WESCO International in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's WESCO International position peaked at $1K in Q1 2018.
  • 241 funds tracked by Wall St. Rank held WESCO International as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.