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Crown Advisors Management’s Willdan Group WLDN Stock Holding History

Crown Advisors Management’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
-65,000
Closed -$1.56M – 44
2017
Q4 		$1.56M Buy
+65,000
New +$1.76M 1.49% 29

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
EAM
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
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 $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

Crown Advisors Management's WLDN Position: Q1 2018 in Review

Crown Advisors Management sold out of Willdan Group (WLDN) in Q1 2018, closing a stake of 65,000 shares — an estimated $1.56M sold.

Crown Advisors Management first reported a position in WLDN in Q4 2017 and held it in 1 quarter. The position peaked at $1.56M in Q4 2017. 83 funds tracked by Wall St. Rank hold WLDN as of Q1 2018.

  • Crown Advisors Management reported no remaining Willdan Group position as of Q1 2018 after selling out during the quarter.
  • Crown Advisors Management sold 65,000 Willdan Group shares in Q1 2018, an estimated $1.56M.
  • Crown Advisors Management first reported a position in Willdan Group in Q4 2017 and held it in 1 quarter.
  • Crown Advisors Management's Willdan Group position peaked at $1.56M in Q4 2017.
  • 83 funds tracked by Wall St. Rank held Willdan Group as of Q1 2018.

Based on Crown Advisors Management's 13F filing for Q1 2018, filed 8 May 2018.