MAM
WK icon

Martingale Asset Management’s Workiva WK Stock Holding History

Martingale Asset Management’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
2018
Q3 		– Sell
-10,100
Closed -$247K – 1018
2018
Q2 		$247K Sell
10,100
-1,600
-14% -$40.3K ﹤0.01% 941
2018
Q1 		$278K Buy
+11,700
New +$269K ﹤0.01% 886

Other funds holding WK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
WEO
William E. Oberndorf $55M AUM 15.01% 1-Year Est. Return
HWM
Highwater Wealth Management Glendale, Colorado $22.6M AUM 3.46% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.56B AUM 25.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Martingale Asset Management's WK Position: Q3 2018 in Review

Martingale Asset Management sold out of Workiva (WK) in Q3 2018, closing a stake of 10,100 shares — an estimated $247K sold.

Martingale Asset Management first reported a position in WK in Q1 2018 and held it in 2 quarters. The position peaked at $278K in Q1 2018. 133 funds tracked by Wall St. Rank hold WK as of Q3 2018.

  • Martingale Asset Management reported no remaining Workiva position as of Q3 2018 after selling out during the quarter.
  • Martingale Asset Management sold 10,100 Workiva shares in Q3 2018, an estimated $247K.
  • Martingale Asset Management first reported a position in Workiva in Q1 2018 and held it in 2 quarters.
  • Martingale Asset Management's Workiva position peaked at $278K in Q1 2018.
  • 133 funds tracked by Wall St. Rank held Workiva as of Q3 2018.

Based on Martingale Asset Management's 13F filing for Q3 2018, filed 9 Nov 2018.