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Calton & Associates’s Willdan Group WLDN Stock Holding History

Calton & Associates’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
Q1 		– Sell
-135
Closed -$3K – 1276
2017
Q4 		$3K Buy
+135
New +$3.66K ﹤0.01% 1360

Other funds holding WLDN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Eagle Asset Management
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $294M AUM 19.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Calton & Associates's WLDN Position: Q1 2018 in Review

Calton & Associates sold out of Willdan Group (WLDN) in Q1 2018, closing a stake of 135 shares — an estimated $3K sold.

Calton & Associates first reported a position in WLDN in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 83 funds tracked by Wall St. Rank hold WLDN as of Q1 2018.

  • Calton & Associates reported no remaining Willdan Group position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 135 Willdan Group shares in Q1 2018, an estimated $3K.
  • Calton & Associates first reported a position in Willdan Group in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Willdan Group position peaked at $3K in Q4 2017.
  • 83 funds tracked by Wall St. Rank held Willdan Group as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.