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ETrade Capital Management’s Workiva WK Stock Holding History

ETrade Capital Management’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
Q3 		$238K Sell
4,255
-171
-4% -$9.52K ﹤0.01% 780
2020
Q2 		$237K Buy
+4,426
New +$181K ﹤0.01% 725

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ETrade Capital Management's WK Position: Q3 2020 in Review

ETrade Capital Management reduced its Workiva (WK) stake by 3.9% in Q3 2020, selling an estimated $9.52K and leaving 4,255 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

ETrade Capital Management first reported a position in WK in Q2 2020 and has held it in 2 quarters since. 186 funds tracked by Wall St. Rank hold WK as of Q3 2020.

  • ETrade Capital Management held 4,255 shares of Workiva worth $238K as of Q3 2020.
  • ETrade Capital Management sold 171 Workiva shares in Q3 2020, an estimated $9.52K.
  • Workiva made up ﹤0.01% of ETrade Capital Management's portfolio in Q3 2020, its #780 holding.
  • ETrade Capital Management first reported a position in Workiva in Q2 2020 and has held it in 2 quarters since.
  • 186 funds tracked by Wall St. Rank held Workiva as of Q3 2020.

Based on ETrade Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.