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Cascade Investment Advisors’s Weis Markets WMK Stock Holding History

Cascade Investment Advisors’s Portfolio WMK Stock Details WMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-75
Closed -$5.01K – 218
2016
Q4 		$5.01K Buy
+75
New +$4.33K ﹤0.01% 177

Other funds holding WMK

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
DGHMC
Dalton, Greiner, Hartman, Maher & Co New York $126M AUM 92.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cascade Investment Advisors's WMK Position: Q1 2017 in Review

Cascade Investment Advisors sold out of Weis Markets (WMK) in Q1 2017, closing a stake of 75 shares — an estimated $5.01K sold.

Cascade Investment Advisors first reported a position in WMK in Q4 2016 and held it in 1 quarter. The position peaked at $5.01K in Q4 2016. 104 funds tracked by Wall St. Rank hold WMK as of Q1 2017.

  • Cascade Investment Advisors reported no remaining Weis Markets position as of Q1 2017 after selling out during the quarter.
  • Cascade Investment Advisors sold 75 Weis Markets shares in Q1 2017, an estimated $5.01K.
  • Cascade Investment Advisors first reported a position in Weis Markets in Q4 2016 and held it in 1 quarter.
  • Cascade Investment Advisors's Weis Markets position peaked at $5.01K in Q4 2016.
  • 104 funds tracked by Wall St. Rank held Weis Markets as of Q1 2017.

Based on Cascade Investment Advisors's 13F filing for Q1 2017, filed 1 May 2017.