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Acrospire Investment Management’s Willdan Group WLDN Stock Holding History

Acrospire Investment Management’s Portfolio WLDN Stock Details WLDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-730
Closed -$22K – 1430
2017
Q2 		$22K Sell
730
-2,000
-73% -$62.7K 0.02% 1478
2017
Q1 		$88K Sell
2,730
-5,396
-66% -$154K 0.07% 413
2016
Q4 		$184K Buy
8,126
+7,323
+912% +$149K 0.08% 427
2016
Q3 		$14K Buy
+803
New +$11.5K 0.01% 1615
2016
Q2 		– Sell
-2,784
Closed -$27K – 2304
2016
Q1 		$27K Buy
+2,784
New +$23.2K 0.02% 1386

Other funds holding WLDN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Acrospire Investment Management sold out of Willdan Group (WLDN) in Q3 2017, closing a stake of 730 shares — an estimated $22K sold.

Acrospire Investment Management first reported a position in WLDN in Q1 2016 and held it in 5 quarters. The position peaked at $184K in Q4 2016. 87 funds tracked by Wall St. Rank hold WLDN as of Q3 2017.

  • Acrospire Investment Management reported no remaining Willdan Group position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 730 Willdan Group shares in Q3 2017, an estimated $22K.
  • Acrospire Investment Management first reported a position in Willdan Group in Q1 2016 and held it in 5 quarters.
  • Acrospire Investment Management's Willdan Group position peaked at $184K in Q4 2016.
  • 87 funds tracked by Wall St. Rank held Willdan Group as of Q3 2017.

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