Ativo Capital Management’s Willdan Group WLDN Stock Holding History

Ativo Capital 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
2018 Q4	–	Sell	-35,010	Closed	-$1.19M	–	187
2018 Q3	$1.19M	Hold	35,010	–	–	0.32%	128
2018 Q2	$1.08M	Buy	+35,010	New	+$1.01M	0.3%	139
2017 Q4	–	Sell	-35,009	Closed	-$1.14M	–	242
2017 Q3	$1.14M	Buy	35,009 +4,004	+13%	+$128K	0.3%	151
2017 Q2	$947K	Buy	+31,005	New	+$971K	0.26%	177

Other funds holding WLDN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Ativo Capital Management's WLDN Position: Q4 2018 in Review

Ativo Capital Management sold out of Willdan Group (WLDN) in Q4 2018, closing a stake of 35,010 shares — an estimated $1.19M sold.

Ativo Capital Management first reported a position in WLDN in Q2 2017 and held it in 4 quarters. The position peaked at $1.19M in Q3 2018. 95 funds tracked by Wall St. Rank hold WLDN as of Q4 2018.

Ativo Capital Management reported no remaining Willdan Group position as of Q4 2018 after selling out during the quarter.
Ativo Capital Management sold 35,010 Willdan Group shares in Q4 2018, an estimated $1.19M.
Ativo Capital Management first reported a position in Willdan Group in Q2 2017 and held it in 4 quarters.
Ativo Capital Management's Willdan Group position peaked at $1.19M in Q3 2018.
95 funds tracked by Wall St. Rank held Willdan Group as of Q4 2018.

Based on Ativo Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.