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Cornerstone Capital Management Holdings’s Willdan Group WLDN Stock Holding History

Cornerstone Capital Management Holdings’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
Q4 		– Sell
-1,900
Closed -$61K – 1330
2017
Q3 		$61K Sell
1,900
-9,000
-83% -$288K ﹤0.01% 1208
2017
Q2 		$332K Buy
+10,900
New +$342K ﹤0.01% 1085

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 $481B AUM 30.42% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $294M AUM 19.1% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Cornerstone Capital Management Holdings's WLDN Position: Q4 2017 in Review

Cornerstone Capital Management Holdings sold out of Willdan Group (WLDN) in Q4 2017, closing a stake of 1,900 shares — an estimated $61K sold.

Cornerstone Capital Management Holdings first reported a position in WLDN in Q2 2017 and held it in 2 quarters. The position peaked at $332K in Q2 2017. 85 funds tracked by Wall St. Rank hold WLDN as of Q4 2017.

  • Cornerstone Capital Management Holdings reported no remaining Willdan Group position as of Q4 2017 after selling out during the quarter.
  • Cornerstone Capital Management Holdings sold 1,900 Willdan Group shares in Q4 2017, an estimated $61K.
  • Cornerstone Capital Management Holdings first reported a position in Willdan Group in Q2 2017 and held it in 2 quarters.
  • Cornerstone Capital Management Holdings's Willdan Group position peaked at $332K in Q2 2017.
  • 85 funds tracked by Wall St. Rank held Willdan Group as of Q4 2017.

Based on Cornerstone Capital Management Holdings's 13F filing for Q4 2017, filed 14 Feb 2018.