Moller Wealth Partners’s Workday WDAY Stock Holding History

Moller Wealth Partners’s Portfolio WDAY Stock Details WDAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,750	Closed	-$286K	–	56
2019 Q1	$286K	Hold	1,750	–	–	0.13%	48
2018 Q4	$286K	Buy	+1,750	New	+$248K	0.19%	52
2015 Q2	–	Sell	-7,500	Closed	-$633K	–	46
2015 Q1	$633K	Hold	7,500	–	–	0.29%	31
2014 Q4	$612K	Hold	7,500	–	–	0.3%	31
2014 Q3	$619K	Hold	7,500	–	–	0.29%	35
2014 Q2	$674K	Hold	7,500	–	–	0.31%	34
2014 Q1	$686K	Hold	7,500	–	–	0.35%	33
2013 Q4	$624K	Hold	7,500	–	–	0.34%	34
2013 Q3	$607K	Hold	7,500	–	–	0.38%	33
2013 Q2	$481K	Buy	+7,500	New	+$471K	0.35%	35

Other funds holding WDAY

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Moller Wealth Partners's WDAY Position: Q2 2019 in Review

Moller Wealth Partners sold out of Workday (WDAY) in Q2 2019, closing a stake of 1,750 shares — an estimated $286K sold.

Moller Wealth Partners first reported a position in WDAY in Q2 2013 and held it in 10 quarters. The position peaked at $686K in Q1 2014. 611 funds tracked by Wall St. Rank hold WDAY as of Q2 2019.

Moller Wealth Partners reported no remaining Workday position as of Q2 2019 after selling out during the quarter.
Moller Wealth Partners sold 1,750 Workday shares in Q2 2019, an estimated $286K.
Moller Wealth Partners first reported a position in Workday in Q2 2013 and held it in 10 quarters.
Moller Wealth Partners's Workday position peaked at $686K in Q1 2014.
611 funds tracked by Wall St. Rank held Workday as of Q2 2019.

Based on Moller Wealth Partners's 13F filing for Q2 2019, filed 19 Jul 2019.