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Integrated Wealth Counsel’s Workday WDAY Stock Holding History

Integrated Wealth Counsel’s Portfolio WDAY Stock Details WDAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$99K Hold
1,500
– – 0.21% 54
2016
Q3 		$138K Buy
+1,500
New +$125K 0.29% 39

Other funds holding WDAY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Integrated Wealth Counsel's WDAY Position: Q4 2016 in Review

Integrated Wealth Counsel held its Workday (WDAY) position steady in Q4 2016 at 1,500 shares worth $99K. The position accounts for 0.21% of the portfolio, ranked #54.

Integrated Wealth Counsel first reported a position in WDAY in Q3 2016 and has held it in 2 quarters since. The position peaked at $138K in Q3 2016. 292 funds tracked by Wall St. Rank hold WDAY as of Q4 2016.

  • Integrated Wealth Counsel held 1,500 shares of Workday worth $99K as of Q4 2016.
  • Integrated Wealth Counsel left its Workday share count unchanged in Q4 2016.
  • Workday made up 0.21% of Integrated Wealth Counsel's portfolio in Q4 2016, its #54 holding.
  • Integrated Wealth Counsel first reported a position in Workday in Q3 2016 and has held it in 2 quarters since.
  • Integrated Wealth Counsel's Workday position peaked at $138K in Q3 2016.
  • 292 funds tracked by Wall St. Rank held Workday as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.