National Penn Investors Trust’s World Acceptance Corp WRLD Stock Holding History

National Penn Investors Trust’s Portfolio WRLD Stock Details WRLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-41,867	Closed	-$2.58M	–	227
2015 Q2	$2.58M	Buy	41,867 +1,290	+3%	+$103K	0.28%	87
2015 Q1	$2.96M	Buy	40,577 +472	+1%	+$38.1K	0.31%	73
2014 Q4	$3.19M	Sell	40,105 -653	-2%	-$48.2K	0.36%	63
2014 Q3	$2.75M	Buy	40,758 +610	+2%	+$47.3K	0.32%	68
2014 Q2	$3.05M	Buy	40,148 +703	+2%	+$54.7K	0.36%	58
2014 Q1	$2.96M	Buy	39,445 +16,439	+71%	+$1.48M	0.35%	58
2013 Q4	$2.01M	Buy	23,006 +500	+2%	+$46.6K	0.23%	97
2013 Q3	$2.02M	Buy	22,506 +65	+0.3%	+$5.53K	0.25%	94
2013 Q2	$1.95M	Buy	+22,441	New	+$2M	0.25%	88

Other funds holding WRLD

PGP

Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return

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

GIG

Goodnow Investment Group Darien, Connecticut $913M AUM 11.84% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

National Penn Investors Trust's WRLD Position: Q3 2015 in Review

National Penn Investors Trust sold out of World Acceptance Corp (WRLD) in Q3 2015, closing a stake of 41,867 shares — an estimated $2.58M sold.

National Penn Investors Trust first reported a position in WRLD in Q2 2013 and held it in 9 quarters. The position peaked at $3.19M in Q4 2014. 122 funds tracked by Wall St. Rank hold WRLD as of Q3 2015.

National Penn Investors Trust reported no remaining World Acceptance Corp position as of Q3 2015 after selling out during the quarter.
National Penn Investors Trust sold 41,867 World Acceptance Corp shares in Q3 2015, an estimated $2.58M.
National Penn Investors Trust first reported a position in World Acceptance Corp in Q2 2013 and held it in 9 quarters.
National Penn Investors Trust's World Acceptance Corp position peaked at $3.19M in Q4 2014.
122 funds tracked by Wall St. Rank held World Acceptance Corp as of Q3 2015.

Based on National Penn Investors Trust's 13F filing for Q3 2015, filed 16 Nov 2015.