Diversified Portfolios Inc’s Wabash National WNC Stock Holding History

Diversified Portfolios Inc’s Portfolio WNC Stock Details WNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-10,500	Closed	-$228K	–	54
2017 Q4	$228K	Hold	10,500	–	–	0.12%	48
2017 Q3	$240K	Hold	10,500	–	–	0.14%	49
2017 Q2	$231K	Hold	10,500	–	–	0.14%	44
2017 Q1	$217K	Hold	10,500	–	–	0.13%	47
2016 Q4	$166K	Hold	10,500	–	–	0.1%	44
2016 Q3	$150K	Hold	10,500	–	–	0.09%	45
2016 Q2	$133K	Hold	10,500	–	–	0.08%	51
2016 Q1	$139K	Hold	10,500	–	–	0.09%	51
2015 Q4	$124K	Hold	10,500	–	–	0.08%	51
2015 Q3	$111K	Buy	+10,500	New	+$129K	0.07%	51
2015 Q2	–	Sell	-10,500	Closed	-$148K	–	54
2015 Q1	$148K	Buy	+10,500	New	+$142K	0.09%	53

Other funds holding WNC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

RCAMU

Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Diversified Portfolios Inc's WNC Position: Q1 2018 in Review

Diversified Portfolios Inc sold out of Wabash National (WNC) in Q1 2018, closing a stake of 10,500 shares — an estimated $228K sold.

Diversified Portfolios Inc first reported a position in WNC in Q1 2015 and held it in 11 quarters. The position peaked at $240K in Q3 2017. 225 funds tracked by Wall St. Rank hold WNC as of Q1 2018.

Diversified Portfolios Inc reported no remaining Wabash National position as of Q1 2018 after selling out during the quarter.
Diversified Portfolios Inc sold 10,500 Wabash National shares in Q1 2018, an estimated $228K.
Diversified Portfolios Inc first reported a position in Wabash National in Q1 2015 and held it in 11 quarters.
Diversified Portfolios Inc's Wabash National position peaked at $240K in Q3 2017.
225 funds tracked by Wall St. Rank held Wabash National as of Q1 2018.

Based on Diversified Portfolios Inc's 13F filing for Q1 2018, filed 17 Apr 2018.