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Advisory Research’s Woodward WWD Stock Holding History

Advisory Research’s Portfolio WWD Stock Details WWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-15,961
Closed -$1.22M – 424
2017
Q4 		$1.22M Sell
15,961
-25,992
-62% -$2.03M 0.02% 261
2017
Q3 		$3.26M Buy
41,953
+29,262
+231% +$2.06M 0.05% 178
2017
Q2 		$858K Sell
12,691
-20,694
-62% -$1.41M 0.01% 330
2017
Q1 		$2.27M Buy
33,385
+9,932
+42% +$687K 0.03% 235
2016
Q4 		$1.62M Buy
+23,453
New +$1.52M 0.02% 232

Other funds holding WWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Advisory Research's WWD Position: Q1 2018 in Review

Advisory Research sold out of Woodward (WWD) in Q1 2018, closing a stake of 15,961 shares — an estimated $1.22M sold.

Advisory Research first reported a position in WWD in Q4 2016 and held it in 5 quarters. The position peaked at $3.26M in Q3 2017. 299 funds tracked by Wall St. Rank hold WWD as of Q1 2018.

  • Advisory Research reported no remaining Woodward position as of Q1 2018 after selling out during the quarter.
  • Advisory Research sold 15,961 Woodward shares in Q1 2018, an estimated $1.22M.
  • Advisory Research first reported a position in Woodward in Q4 2016 and held it in 5 quarters.
  • Advisory Research's Woodward position peaked at $3.26M in Q3 2017.
  • 299 funds tracked by Wall St. Rank held Woodward as of Q1 2018.

Based on Advisory Research's 13F filing for Q1 2018, filed 15 May 2018.