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Realta Investment Advisors’s Willis Lease Finance WLFC Stock Holding History

Realta Investment Advisors’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
2019
Q3 		– Sell
-300
Closed -$6K – 1812
2019
Q2 		$6K Buy
+300
New +$5.06K ﹤0.01% 1336

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Realta Investment Advisors's WLFC Position: Q3 2019 in Review

Realta Investment Advisors sold out of Willis Lease Finance (WLFC) in Q3 2019, closing a stake of 300 shares — an estimated $6K sold.

Realta Investment Advisors first reported a position in WLFC in Q2 2019 and held it in 1 quarter. The position peaked at $6K in Q2 2019. 62 funds tracked by Wall St. Rank hold WLFC as of Q3 2019.

  • Realta Investment Advisors reported no remaining Willis Lease Finance position as of Q3 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 300 Willis Lease Finance shares in Q3 2019, an estimated $6K.
  • Realta Investment Advisors first reported a position in Willis Lease Finance in Q2 2019 and held it in 1 quarter.
  • Realta Investment Advisors's Willis Lease Finance position peaked at $6K in Q2 2019.
  • 62 funds tracked by Wall St. Rank held Willis Lease Finance as of Q3 2019.

Based on Realta Investment Advisors's 13F filing for Q3 2019, filed 18 Oct 2019.