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North Star Investment Management’s Wabash National WNC Stock Holding History

North Star Investment Management’s Portfolio WNC Stock Details WNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-500
Closed -$7K – 983
2016
Q3 		$7K Hold
500
– – ﹤0.01% 680
2016
Q2 		$6K Hold
500
– – ﹤0.01% 687
2016
Q1 		$7K Hold
500
– – ﹤0.01% 629
2015
Q4 		$6K Hold
500
– – ﹤0.01% 646
2015
Q3 		$5K Hold
500
– – ﹤0.01% 746
2015
Q2 		$6K Buy
500
+200
+67% +$2.79K ﹤0.01% 715
2015
Q1 		$4K Buy
+300
New +$4.06K ﹤0.01% 731

Other funds holding WNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

North Star Investment Management's WNC Position: Q4 2016 in Review

North Star Investment Management sold out of Wabash National (WNC) in Q4 2016, closing a stake of 500 shares — an estimated $7K sold.

North Star Investment Management first reported a position in WNC in Q1 2015 and held it in 7 quarters. The position peaked at $7K in Q3 2016. 231 funds tracked by Wall St. Rank hold WNC as of Q4 2016.

  • North Star Investment Management reported no remaining Wabash National position as of Q4 2016 after selling out during the quarter.
  • North Star Investment Management sold 500 Wabash National shares in Q4 2016, an estimated $7K.
  • North Star Investment Management first reported a position in Wabash National in Q1 2015 and held it in 7 quarters.
  • North Star Investment Management's Wabash National position peaked at $7K in Q3 2016.
  • 231 funds tracked by Wall St. Rank held Wabash National as of Q4 2016.

Based on North Star Investment Management's 13F filing for Q4 2016, filed 13 Jan 2017.