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Hennessy Advisors Inc’s Willdan Group WLDN Stock Holding History

Hennessy Advisors Inc’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
2018
Q1 		– Sell
-143,400
Closed -$3.43M – 433
2017
Q4 		$3.43M Hold
143,400
– – 0.11% 186
2017
Q3 		$4.66M Hold
143,400
– – 0.14% 156
2017
Q2 		$4.38M Sell
143,400
-2,800
-2% -$87.7K 0.13% 161
2017
Q1 		$4.72M Buy
+146,200
New +$4.17M 0.14% 157

Other funds holding WLDN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $294M AUM 19.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Hennessy Advisors Inc's WLDN Position: Q1 2018 in Review

Hennessy Advisors Inc sold out of Willdan Group (WLDN) in Q1 2018, closing a stake of 143,400 shares — an estimated $3.43M sold.

Hennessy Advisors Inc first reported a position in WLDN in Q1 2017 and held it in 4 quarters. The position peaked at $4.72M in Q1 2017. 83 funds tracked by Wall St. Rank hold WLDN as of Q1 2018.

  • Hennessy Advisors Inc reported no remaining Willdan Group position as of Q1 2018 after selling out during the quarter.
  • Hennessy Advisors Inc sold 143,400 Willdan Group shares in Q1 2018, an estimated $3.43M.
  • Hennessy Advisors Inc first reported a position in Willdan Group in Q1 2017 and held it in 4 quarters.
  • Hennessy Advisors Inc's Willdan Group position peaked at $4.72M in Q1 2017.
  • 83 funds tracked by Wall St. Rank held Willdan Group as of Q1 2018.

Based on Hennessy Advisors Inc's 13F filing for Q1 2018, filed 2 May 2018.