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One Wealth Advisors’s Wabash National WNC Stock Holding History

One Wealth Advisors’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
2018
Q3 		– Sell
-3,432
Closed -$64K – 613
2018
Q2 		$64K Sell
3,432
-161
-4% -$3.27K 0.05% 247
2018
Q1 		$75K Buy
3,593
+2,405
+202% +$54.2K 0.07% 208
2017
Q4 		$26K Buy
+1,188
New +$24.8K 0.02% 314

Other funds holding WNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

One Wealth Advisors's WNC Position: Q3 2018 in Review

One Wealth Advisors sold out of Wabash National (WNC) in Q3 2018, closing a stake of 3,432 shares — an estimated $64K sold.

One Wealth Advisors first reported a position in WNC in Q4 2017 and held it in 3 quarters. The position peaked at $75K in Q1 2018. 198 funds tracked by Wall St. Rank hold WNC as of Q3 2018.

  • One Wealth Advisors reported no remaining Wabash National position as of Q3 2018 after selling out during the quarter.
  • One Wealth Advisors sold 3,432 Wabash National shares in Q3 2018, an estimated $64K.
  • One Wealth Advisors first reported a position in Wabash National in Q4 2017 and held it in 3 quarters.
  • One Wealth Advisors's Wabash National position peaked at $75K in Q1 2018.
  • 198 funds tracked by Wall St. Rank held Wabash National as of Q3 2018.

Based on One Wealth Advisors's 13F filing for Q3 2018, filed 15 Nov 2018.