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Personal Capital Advisors’s Woodward WWD Stock Holding History

Personal Capital Advisors’s Portfolio WWD Stock Details WWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-4,000
Closed -$270K – 234
2017
Q2 		$270K Sell
4,000
-2,000
-33% -$136K 0.01% 197
2017
Q1 		$406K Sell
6,000
-1,500
-20% -$104K 0.01% 170
2016
Q4 		$518K Sell
7,500
-2,500
-25% -$162K 0.02% 144
2016
Q3 		$616K Sell
10,000
-3,700
-27% -$223K 0.02% 138
2016
Q2 		$790K Buy
+13,700
New +$758K 0.03% 136

Other funds holding WWD

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Personal Capital Advisors's WWD Position: Q3 2017 in Review

Personal Capital Advisors sold out of Woodward (WWD) in Q3 2017, closing a stake of 4,000 shares — an estimated $270K sold.

Personal Capital Advisors first reported a position in WWD in Q2 2016 and held it in 5 quarters. The position peaked at $790K in Q2 2016. 260 funds tracked by Wall St. Rank hold WWD as of Q3 2017.

  • Personal Capital Advisors reported no remaining Woodward position as of Q3 2017 after selling out during the quarter.
  • Personal Capital Advisors sold 4,000 Woodward shares in Q3 2017, an estimated $270K.
  • Personal Capital Advisors first reported a position in Woodward in Q2 2016 and held it in 5 quarters.
  • Personal Capital Advisors's Woodward position peaked at $790K in Q2 2016.
  • 260 funds tracked by Wall St. Rank held Woodward as of Q3 2017.

Based on Personal Capital Advisors's 13F filing for Q3 2017, filed 23 Oct 2017.