BHWM
WDAY icon

Bar Harbor Wealth Management’s Workday WDAY Stock Holding History

Bar Harbor Wealth Management’s Portfolio WDAY Stock Details WDAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-7,555
Closed -$690K – 255
2014
Q1 		$690K Buy
7,555
+1,137
+18% +$108K 0.09% 157
2013
Q4 		$534K Buy
6,418
+2,138
+50% +$169K 0.07% 176
2013
Q3 		$346K Buy
+4,280
New +$312K 0.05% 200

Other funds holding WDAY

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Bar Harbor Wealth Management's WDAY Position: Q2 2014 in Review

Bar Harbor Wealth Management sold out of Workday (WDAY) in Q2 2014, closing a stake of 7,555 shares — an estimated $690K sold.

Bar Harbor Wealth Management first reported a position in WDAY in Q3 2013 and held it in 3 quarters. The position peaked at $690K in Q1 2014. 291 funds tracked by Wall St. Rank hold WDAY as of Q2 2014.

  • Bar Harbor Wealth Management reported no remaining Workday position as of Q2 2014 after selling out during the quarter.
  • Bar Harbor Wealth Management sold 7,555 Workday shares in Q2 2014, an estimated $690K.
  • Bar Harbor Wealth Management first reported a position in Workday in Q3 2013 and held it in 3 quarters.
  • Bar Harbor Wealth Management's Workday position peaked at $690K in Q1 2014.
  • 291 funds tracked by Wall St. Rank held Workday as of Q2 2014.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2014, filed 9 Jul 2014.