Independent Portfolio Consultants’s Wabash National WNC Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$22K	Sell	995 -2,350	-70%	-$49.6K	0.01%	599
2017 Q1	$69K	Sell	3,345 -1,715	-34%	-$33.6K	0.02%	515
2016 Q4	$80K	Sell	5,060 -615	-11%	-$8.38K	0.03%	480
2016 Q3	$81K	Sell	5,675 -1,575	-22%	-$21.5K	0.03%	472
2016 Q2	$92K	Sell	7,250 -60	-0.8%	-$806	0.03%	459
2016 Q1	$96K	Sell	7,310 -860	-11%	-$10K	0.03%	483
2015 Q4	$97K	Buy	8,170 +2,075	+34%	+$24.5K	0.03%	481
2015 Q3	$65K	Buy	+6,095	New	+$74.9K	0.01%	545

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

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Independent Portfolio Consultants's WNC Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Wabash National (WNC) stake by 70% in Q2 2017, selling an estimated $49.6K and leaving 995 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #599.

Independent Portfolio Consultants first reported a position in WNC in Q3 2015 and has held it in 8 quarters since. The position peaked at $97K in Q4 2015. 246 funds tracked by Wall St. Rank hold WNC as of Q2 2017.

Independent Portfolio Consultants held 995 shares of Wabash National worth $22K as of Q2 2017.
Independent Portfolio Consultants sold 2,350 Wabash National shares in Q2 2017, an estimated $49.6K.
Wabash National made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #599 holding.
Independent Portfolio Consultants first reported a position in Wabash National in Q3 2015 and has held it in 8 quarters since.
Independent Portfolio Consultants's Wabash National position peaked at $97K in Q4 2015.
246 funds tracked by Wall St. Rank held Wabash National as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.