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Measured Wealth Private Client Group’s Woodward WWD Stock Holding History

Measured Wealth Private Client Group’s Portfolio WWD Stock Details WWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-750
Closed -$60K – 718
2018
Q3 		$60K Buy
+750
New +$60.2K 0.04% 310

Other funds holding WWD

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Measured Wealth Private Client Group's WWD Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Woodward (WWD) in Q4 2018, closing a stake of 750 shares — an estimated $60K sold.

Measured Wealth Private Client Group first reported a position in WWD in Q3 2018 and held it in 1 quarter. The position peaked at $60K in Q3 2018. 288 funds tracked by Wall St. Rank hold WWD as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Woodward position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 750 Woodward shares in Q4 2018, an estimated $60K.
  • Measured Wealth Private Client Group first reported a position in Woodward in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Woodward position peaked at $60K in Q3 2018.
  • 288 funds tracked by Wall St. Rank held Woodward as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.