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Penserra Capital Management’s Workiva WK Stock Holding History

Penserra Capital Management’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-4,720
Closed -$64K – 850
2016
Q4 		$64K Buy
4,720
+2,884
+157% +$44.2K 0.01% 376
2016
Q3 		$33K Sell
1,836
-275
-13% -$4.46K ﹤0.01% 406
2016
Q2 		$29K Buy
2,111
+1,036
+96% +$13.1K ﹤0.01% 435
2016
Q1 		$12K Sell
1,075
-2,440
-69% -$32.2K ﹤0.01% 503
2015
Q4 		$62K Buy
+3,515
New +$60.7K 0.01% 226

Other funds holding WK

WEO
William E. Oberndorf $55M AUM 15.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
HWM
Highwater Wealth Management Glendale, Colorado $22.6M AUM 3.46% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.56B AUM 25.77% 1-Year Est. Return
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return
DGI
Discovery Group I Chicago, Illinois $262M AUM 29.24% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Penserra Capital Management's WK Position: Q1 2017 in Review

Penserra Capital Management sold out of Workiva (WK) in Q1 2017, closing a stake of 4,720 shares — an estimated $64K sold.

Penserra Capital Management first reported a position in WK in Q4 2015 and held it in 5 quarters. The position peaked at $64K in Q4 2016. 70 funds tracked by Wall St. Rank hold WK as of Q1 2017.

  • Penserra Capital Management reported no remaining Workiva position as of Q1 2017 after selling out during the quarter.
  • Penserra Capital Management sold 4,720 Workiva shares in Q1 2017, an estimated $64K.
  • Penserra Capital Management first reported a position in Workiva in Q4 2015 and held it in 5 quarters.
  • Penserra Capital Management's Workiva position peaked at $64K in Q4 2016.
  • 70 funds tracked by Wall St. Rank held Workiva as of Q1 2017.

Based on Penserra Capital Management's 13F filing for Q1 2017, filed 9 May 2017.