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Acrospire Investment Management’s Willis Lease Finance WLFC Stock Holding History

Acrospire Investment Management’s Portfolio WLFC Stock Details WLFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,190
Closed -$20K – 1431
2017
Q2 		$20K Buy
+2,190
New +$18.1K 0.02% 1527
2017
Q1 		– Sell
-10,293
Closed -$88K – 2524
2016
Q4 		$88K Buy
10,293
+1,260
+14% +$10.9K 0.04% 1022
2016
Q3 		$72K Buy
+9,033
New +$75.1K 0.05% 805

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BCM
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LSV Asset Management
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MI
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State Street
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TAF
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Acrospire Investment Management sold out of Willis Lease Finance (WLFC) in Q3 2017, closing a stake of 2,190 shares — an estimated $20K sold.

Acrospire Investment Management first reported a position in WLFC in Q3 2016 and held it in 3 quarters. The position peaked at $88K in Q4 2016. 51 funds tracked by Wall St. Rank hold WLFC as of Q3 2017.

  • Acrospire Investment Management reported no remaining Willis Lease Finance position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 2,190 Willis Lease Finance shares in Q3 2017, an estimated $20K.
  • Acrospire Investment Management first reported a position in Willis Lease Finance in Q3 2016 and held it in 3 quarters.
  • Acrospire Investment Management's Willis Lease Finance position peaked at $88K in Q4 2016.
  • 51 funds tracked by Wall St. Rank held Willis Lease Finance as of Q3 2017.

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