Private Capital Group’s Willis Lease Finance WLFC Stock Holding History

Private Capital Group’s Portfolio WLFC Stock Details WLFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-30	Closed	–	–	2155
2019 Q4	$0	Hold	30	–	–	﹤0.01%	2208
2019 Q3	$1K	Buy	+30	New	+$605	﹤0.01%	2112

Other funds holding WLFC

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Private Capital Group's WLFC Position: Q1 2020 in Review

Private Capital Group sold out of Willis Lease Finance (WLFC) in Q1 2020, closing a stake of 30 shares.

Private Capital Group first reported a position in WLFC in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q3 2019. 53 funds tracked by Wall St. Rank hold WLFC as of Q1 2020.

Private Capital Group reported no remaining Willis Lease Finance position as of Q1 2020 after selling out during the quarter.
Private Capital Group sold 30 Willis Lease Finance shares in Q1 2020.
Private Capital Group first reported a position in Willis Lease Finance in Q3 2019 and held it in 2 quarters.
Private Capital Group's Willis Lease Finance position peaked at $1K in Q3 2019.
53 funds tracked by Wall St. Rank held Willis Lease Finance as of Q1 2020.

Based on Private Capital Group's 13F filing for Q1 2020, filed 7 May 2020.