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Cavalier Investments’s Willdan Group WLDN Stock Holding History

Cavalier Investments’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
2017
Q3 		– Sell
-11,000
Closed -$355K – 181
2017
Q2 		$355K Hold
11,000
– – 0.2% 98
2017
Q1 		$355K Hold
11,000
– – 0.2% 99
2016
Q4 		$248K Hold
11,000
– – 0.16% 101
2016
Q3 		$193K Buy
+11,000
New +$158K 0.12% 123

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Cavalier Investments's WLDN Position: Q3 2017 in Review

Cavalier Investments sold out of Willdan Group (WLDN) in Q3 2017, closing a stake of 11,000 shares — an estimated $355K sold.

Cavalier Investments first reported a position in WLDN in Q3 2016 and held it in 4 quarters. The position peaked at $355K in Q2 2017. 87 funds tracked by Wall St. Rank hold WLDN as of Q3 2017.

  • Cavalier Investments reported no remaining Willdan Group position as of Q3 2017 after selling out during the quarter.
  • Cavalier Investments sold 11,000 Willdan Group shares in Q3 2017, an estimated $355K.
  • Cavalier Investments first reported a position in Willdan Group in Q3 2016 and held it in 4 quarters.
  • Cavalier Investments's Willdan Group position peaked at $355K in Q2 2017.
  • 87 funds tracked by Wall St. Rank held Willdan Group as of Q3 2017.

Based on Cavalier Investments's 13F filing for Q3 2017, filed 2 Nov 2017.