RJFSA
WLDN icon

Raymond James Financial Services Advisors’s Willdan Group WLDN Stock Holding History

Raymond James Financial Services Advisors’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
2017
Q3 		– Sell
-19,684
Closed -$601K – 2628
2017
Q2 		$601K Buy
19,684
+891
+5% +$27.9K ﹤0.01% 1572
2017
Q1 		$606K Buy
+18,793
New +$536K ﹤0.01% 1466

Other funds holding WLDN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Raymond James Financial Services Advisors's WLDN Position: Q3 2017 in Review

Raymond James Financial Services Advisors sold out of Willdan Group (WLDN) in Q3 2017, closing a stake of 19,684 shares — an estimated $601K sold.

Raymond James Financial Services Advisors first reported a position in WLDN in Q1 2017 and held it in 2 quarters. The position peaked at $606K in Q1 2017. 87 funds tracked by Wall St. Rank hold WLDN as of Q3 2017.

  • Raymond James Financial Services Advisors reported no remaining Willdan Group position as of Q3 2017 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 19,684 Willdan Group shares in Q3 2017, an estimated $601K.
  • Raymond James Financial Services Advisors first reported a position in Willdan Group in Q1 2017 and held it in 2 quarters.
  • Raymond James Financial Services Advisors's Willdan Group position peaked at $606K in Q1 2017.
  • 87 funds tracked by Wall St. Rank held Willdan Group as of Q3 2017.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2017, filed 26 Oct 2017.