Ladenburg Thalmann Financial Services’s Willdan Group WLDN Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$5K	Buy	160 +60	+60%	+$1.9K	﹤0.01%	4802
2019 Q3	$4K	Hold	100	–	–	﹤0.01%	4797
2019 Q2	$4K	Hold	100	–	–	﹤0.01%	4808
2019 Q1	$4K	Sell	100 -221	-69%	-$7.86K	﹤0.01%	4766
2018 Q4	$11K	Buy	321 +221	+221%	+$7.56K	﹤0.01%	4232
2018 Q3	$3K	Hold	100	–	–	﹤0.01%	4799
2018 Q2	$3K	Hold	100	–	–	﹤0.01%	4791
2018 Q1	$3K	Buy	+100	New	+$2.34K	﹤0.01%	4791
2015 Q3	–	Sell	-1,125	Closed	-$13K	–	4748
2015 Q2	$13K	Buy	1,125 +225	+25%	+$3.17K	﹤0.01%	3525
2015 Q1	$14K	Buy	+900	New	+$12.4K	﹤0.01%	3421

Other funds holding WLDN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SCA

Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return

Ladenburg Thalmann Financial Services's WLDN Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Willdan Group (WLDN) stake by 60% in Q4 2019, buying an estimated $1.9K and bringing the position to 160 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #4802.

Ladenburg Thalmann Financial Services first reported a position in WLDN in Q1 2015 and has held it in 10 quarters since. The position peaked at $14K in Q1 2015. 95 funds tracked by Wall St. Rank hold WLDN as of Q4 2019.

Ladenburg Thalmann Financial Services held 160 shares of Willdan Group worth $5K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 60 Willdan Group shares in Q4 2019, an estimated $1.9K.
Willdan Group made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4802 holding.
Ladenburg Thalmann Financial Services first reported a position in Willdan Group in Q1 2015 and has held it in 10 quarters since.
Ladenburg Thalmann Financial Services's Willdan Group position peaked at $14K in Q1 2015.
95 funds tracked by Wall St. Rank held Willdan Group as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.