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MSI Financial Services’s Willdan Group WLDN Stock Holding History

MSI 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
2016
Q4 		$20K Buy
+897
New +$18.2K ﹤0.01% 2401

Other funds holding WLDN

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

MSI Financial Services's WLDN Position: Q4 2016 in Review

MSI Financial Services opened a new position in Willdan Group (WLDN) in Q4 2016: 897 shares worth $20K. The stake represents ﹤0.01% of the portfolio and ranks #2401 among its holdings.

68 funds tracked by Wall St. Rank hold WLDN as of Q4 2016.

  • MSI Financial Services held 897 shares of Willdan Group worth $20K as of Q4 2016.
  • Willdan Group was a new MSI Financial Services position in Q4 2016.
  • Willdan Group made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2401 holding.
  • 68 funds tracked by Wall St. Rank held Willdan Group as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.