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Acrospire Investment Management’s Workiva WK Stock Holding History

Acrospire Investment Management’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
2017
Q3 		– Sell
-510
Closed -$10K – 1428
2017
Q2 		$10K Sell
510
-2,431
-83% -$43K 0.01% 1809
2017
Q1 		$46K Buy
+2,941
New +$41.3K 0.04% 1033

Other funds holding WK

WEO
William E. Oberndorf $53.3M AUM 10.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DGI
Discovery Group I Chicago, Illinois $262M AUM 29.24% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
HWM
Highwater Wealth Management Glendale, Colorado $22.6M AUM 3.46% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Acrospire Investment Management's WK Position: Q3 2017 in Review

Acrospire Investment Management sold out of Workiva (WK) in Q3 2017, closing a stake of 510 shares — an estimated $10K sold.

Acrospire Investment Management first reported a position in WK in Q1 2017 and held it in 2 quarters. The position peaked at $46K in Q1 2017. 83 funds tracked by Wall St. Rank hold WK as of Q3 2017.

  • Acrospire Investment Management reported no remaining Workiva position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 510 Workiva shares in Q3 2017, an estimated $10K.
  • Acrospire Investment Management first reported a position in Workiva in Q1 2017 and held it in 2 quarters.
  • Acrospire Investment Management's Workiva position peaked at $46K in Q1 2017.
  • 83 funds tracked by Wall St. Rank held Workiva as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.