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Iowa State Bank’s Workiva WK Stock Holding History

Iowa State Bank’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
2019
Q2 		– Sell
-7,890
Closed -$400K – 108
2019
Q1 		$400K Sell
7,890
-3,000
-28% -$132K 0.18% 79
2018
Q4 		$391K Hold
10,890
– – 0.2% 76
2018
Q3 		$430K Sell
10,890
-200
-2% -$6.22K 0.19% 77
2018
Q2 		$271K Hold
11,090
– – 0.13% 93
2018
Q1 		$263K Hold
11,090
– – 0.13% 88
2017
Q4 		$237K Sell
11,090
-5,070
-31% -$112K 0.11% 90
2017
Q3 		$337K Buy
+16,160
New +$320K 0.16% 78

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Iowa State Bank's WK Position: Q2 2019 in Review

Iowa State Bank sold out of Workiva (WK) in Q2 2019, closing a stake of 7,890 shares — an estimated $400K sold.

Iowa State Bank first reported a position in WK in Q3 2017 and held it in 7 quarters. The position peaked at $430K in Q3 2018. 178 funds tracked by Wall St. Rank hold WK as of Q2 2019.

  • Iowa State Bank reported no remaining Workiva position as of Q2 2019 after selling out during the quarter.
  • Iowa State Bank sold 7,890 Workiva shares in Q2 2019, an estimated $400K.
  • Iowa State Bank first reported a position in Workiva in Q3 2017 and held it in 7 quarters.
  • Iowa State Bank's Workiva position peaked at $430K in Q3 2018.
  • 178 funds tracked by Wall St. Rank held Workiva as of Q2 2019.

Based on Iowa State Bank's 13F filing for Q2 2019, filed 10 Jul 2019.