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Cutler Group’s Workiva WK Stock Holding History

Cutler Group’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,000
Closed -$41K – 4971
2020
Q1 		$32K Sell
1,000
-100
-9% -$4.16K ﹤0.01% 2018
2019
Q4 		$46K Sell
1,100
-200
-15% -$8.43K ﹤0.01% 1679
2019
Q3 		$56K Sell
1,300
-660
-34% -$34.8K 0.01% 1455
2019
Q2 		$113K Buy
+1,960
New +$105K 0.01% 1031
2019
Q1 		– Sell
-1,170
Closed -$51.4K – 4855
2018
Q4 		$41K Sell
1,170
-299
-20% -$10.5K ﹤0.01% 1612
2018
Q3 		$58K Buy
1,469
+809
+123% +$25.2K ﹤0.01% 1518
2018
Q2 		$16K Buy
660
+440
+200% +$11.1K ﹤0.01% 2354
2018
Q1 		$5K Sell
220
-1,648
-88% -$37.9K ﹤0.01% 3325
2017
Q4 		$39K Buy
+1,868
New +$41.1K ﹤0.01% 2055
2016
Q4 		– Sell
-1,158
Closed -$17.8K – 7432
2016
Q3 		$20K Buy
+1,158
New +$18.8K ﹤0.01% 3438
2016
Q2 		– Sell
-300
Closed -$3.8K – 7386
2016
Q1 		$3K Buy
+300
New +$3.96K ﹤0.01% 5370

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return

Cutler Group's WK Position: Q2 2020 in Review

Cutler Group sold out of Workiva (WK) in Q2 2020, closing a stake of 1,000 shares — an estimated $41K sold.

Cutler Group first reported a position in WK in Q1 2016 and held it in 11 quarters. The position peaked at $113K in Q2 2019. 178 funds tracked by Wall St. Rank hold WK as of Q2 2020.

  • Cutler Group reported no remaining Workiva position as of Q2 2020 after selling out during the quarter.
  • Cutler Group sold 1,000 Workiva shares in Q2 2020, an estimated $41K.
  • Cutler Group first reported a position in Workiva in Q1 2016 and held it in 11 quarters.
  • Cutler Group's Workiva position peaked at $113K in Q2 2019.
  • 178 funds tracked by Wall St. Rank held Workiva as of Q2 2020.

Based on Cutler Group's 13F filing for Q2 2020, filed 22 Jul 2020.