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McKinley Capital Management’s Willdan Group WLDN Stock Holding History

McKinley Capital Management’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
2018
Q1 		– Sell
-82,012
Closed -$1.96M – 345
2017
Q4 		$1.96M Buy
82,012
+46
+0.1% +$1.25K 0.1% 156
2017
Q3 		$2.66M Buy
81,966
+36,821
+82% +$1.18M 0.11% 142
2017
Q2 		$1.38M Sell
45,145
-35
-0.1% -$1.1K 0.05% 198
2017
Q1 		$1.46M Buy
+45,180
New +$1.29M 0.05% 205

Other funds holding WLDN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $294M AUM 19.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

McKinley Capital Management's WLDN Position: Q1 2018 in Review

McKinley Capital Management sold out of Willdan Group (WLDN) in Q1 2018, closing a stake of 82,012 shares — an estimated $1.96M sold.

McKinley Capital Management first reported a position in WLDN in Q1 2017 and held it in 4 quarters. The position peaked at $2.66M in Q3 2017. 83 funds tracked by Wall St. Rank hold WLDN as of Q1 2018.

  • McKinley Capital Management reported no remaining Willdan Group position as of Q1 2018 after selling out during the quarter.
  • McKinley Capital Management sold 82,012 Willdan Group shares in Q1 2018, an estimated $1.96M.
  • McKinley Capital Management first reported a position in Willdan Group in Q1 2017 and held it in 4 quarters.
  • McKinley Capital Management's Willdan Group position peaked at $2.66M in Q3 2017.
  • 83 funds tracked by Wall St. Rank held Willdan Group as of Q1 2018.

Based on McKinley Capital Management's 13F filing for Q1 2018, filed 4 May 2018.