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Efficient Advisors’s Workhorse Group WKHS Stock Holding History

Efficient Advisors’s Portfolio WKHS Stock Details WKHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-3
Closed -$72K – 71
2016
Q3 		$72K Buy
+3
New +$66K 0.01% 74

Other funds holding WKHS

CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return

Efficient Advisors's WKHS Position: Q4 2016 in Review

Efficient Advisors sold out of Workhorse Group (WKHS) in Q4 2016, closing a stake of 3 shares — an estimated $72K sold.

Efficient Advisors first reported a position in WKHS in Q3 2016 and held it in 1 quarter. The position peaked at $72K in Q3 2016. 40 funds tracked by Wall St. Rank hold WKHS as of Q4 2016.

  • Efficient Advisors reported no remaining Workhorse Group position as of Q4 2016 after selling out during the quarter.
  • Efficient Advisors sold 3 Workhorse Group shares in Q4 2016, an estimated $72K.
  • Efficient Advisors first reported a position in Workhorse Group in Q3 2016 and held it in 1 quarter.
  • Efficient Advisors's Workhorse Group position peaked at $72K in Q3 2016.
  • 40 funds tracked by Wall St. Rank held Workhorse Group as of Q4 2016.

Based on Efficient Advisors's 13F filing for Q4 2016, filed 15 Feb 2017.