Destination Wealth Management’s Willdan Group WLDN Stock Holding History

Destination Wealth 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
2019 Q3	–	Sell	-1,921	Closed	-$72K	–	511
2019 Q2	$72K	Hold	1,921	–	–	﹤0.01%	226
2019 Q1	$71K	Hold	1,921	–	–	﹤0.01%	226
2018 Q4	$67K	Hold	1,921	–	–	﹤0.01%	229
2018 Q3	$65K	Buy	+1,921	New	+$59.9K	﹤0.01%	256
2018 Q2	–	Sell	-1,921	Closed	-$54K	–	659
2018 Q1	$54K	Buy	+1,921	New	+$44.9K	﹤0.01%	247
2014 Q2	–	Sell	-23,638	Closed	-$107K	–	135
2014 Q1	$107K	Hold	23,638	–	–	0.01%	120
2013 Q4	$126K	Buy	+23,638	New	+$93K	0.01%	105

Other funds holding WLDN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SCA

Summit Creek Advisors Minneapolis, Minnesota $294M AUM 19.1% 1-Year Est. Return

Destination Wealth Management's WLDN Position: Q3 2019 in Review

Destination Wealth Management sold out of Willdan Group (WLDN) in Q3 2019, closing a stake of 1,921 shares — an estimated $72K sold.

Destination Wealth Management first reported a position in WLDN in Q4 2013 and held it in 7 quarters. The position peaked at $126K in Q4 2013. 104 funds tracked by Wall St. Rank hold WLDN as of Q3 2019.

Destination Wealth Management reported no remaining Willdan Group position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 1,921 Willdan Group shares in Q3 2019, an estimated $72K.
Destination Wealth Management first reported a position in Willdan Group in Q4 2013 and held it in 7 quarters.
Destination Wealth Management's Willdan Group position peaked at $126K in Q4 2013.
104 funds tracked by Wall St. Rank held Willdan Group as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.