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James Investment Research’s Willdan Group WLDN Stock Holding History

James Investment Research’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
2017
Q1 		– Sell
-6,146
Closed -$139K – 708
2016
Q4 		$139K Hold
6,146
– – ﹤0.01% 342
2016
Q3 		$108K Hold
6,146
– – ﹤0.01% 351
2016
Q2 		$65K Buy
6,146
+500
+9% +$5.23K ﹤0.01% 344
2016
Q1 		$54K Hold
5,646
– – ﹤0.01% 335
2015
Q4 		$47K Hold
5,646
– – ﹤0.01% 355
2015
Q3 		$57K Sell
5,646
-65,875
-92% -$676K ﹤0.01% 339
2015
Q2 		$800K Buy
71,521
+2,180
+3% +$30.7K 0.02% 241
2015
Q1 		$1.1M Buy
69,341
+24,300
+54% +$335K 0.03% 234
2014
Q4 		$608K Buy
45,041
+1,650
+4% +$24.3K 0.02% 260
2014
Q3 		$627K Buy
43,391
+37,745
+669% +$393K 0.02% 255
2014
Q2 		$49K Hold
5,646
– – ﹤0.01% 378
2014
Q1 		$26K Buy
5,646
+3,416
+153% +$16K ﹤0.01% 422
2013
Q4 		$12K Buy
+2,230
New +$8.78K ﹤0.01% 480

Other funds holding WLDN

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
BIM
Bogle Investment Management Newton Lower Falls, Massachusetts $63M AUM 51.97% 1-Year Est. Return

James Investment Research's WLDN Position: Q1 2017 in Review

James Investment Research sold out of Willdan Group (WLDN) in Q1 2017, closing a stake of 6,146 shares — an estimated $139K sold.

James Investment Research first reported a position in WLDN in Q4 2013 and held it in 13 quarters. The position peaked at $1.1M in Q1 2015. 74 funds tracked by Wall St. Rank hold WLDN as of Q1 2017.

  • James Investment Research reported no remaining Willdan Group position as of Q1 2017 after selling out during the quarter.
  • James Investment Research sold 6,146 Willdan Group shares in Q1 2017, an estimated $139K.
  • James Investment Research first reported a position in Willdan Group in Q4 2013 and held it in 13 quarters.
  • James Investment Research's Willdan Group position peaked at $1.1M in Q1 2015.
  • 74 funds tracked by Wall St. Rank held Willdan Group as of Q1 2017.

Based on James Investment Research's 13F filing for Q1 2017, filed 21 Apr 2017.