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Precept Management’s Willdan Group WLDN Stock Holding History

Precept Management’s Portfolio WLDN Stock Details WLDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-72,301
Closed -$2.24M – 93
2018
Q2 		$2.24M Buy
+72,301
New +$2.09M 0.67% 38

Other funds holding WLDN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Precept Management's WLDN Position: Q3 2018 in Review

Precept Management sold out of Willdan Group (WLDN) in Q3 2018, closing a stake of 72,301 shares — an estimated $2.24M sold.

Precept Management first reported a position in WLDN in Q2 2018 and held it in 1 quarter. The position peaked at $2.24M in Q2 2018. 83 funds tracked by Wall St. Rank hold WLDN as of Q3 2018.

  • Precept Management reported no remaining Willdan Group position as of Q3 2018 after selling out during the quarter.
  • Precept Management sold 72,301 Willdan Group shares in Q3 2018, an estimated $2.24M.
  • Precept Management first reported a position in Willdan Group in Q2 2018 and held it in 1 quarter.
  • Precept Management's Willdan Group position peaked at $2.24M in Q2 2018.
  • 83 funds tracked by Wall St. Rank held Willdan Group as of Q3 2018.

Based on Precept Management's 13F filing for Q3 2018, filed 14 Nov 2018.