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Reilly Financial Advisors’s Woodward WWD Stock Holding History

Reilly Financial 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
2018
Q1 		– Sell
-111
Closed -$8K – 1065
2017
Q4 		$8K Hold
111
– – ﹤0.01% 706
2017
Q3 		$9K Hold
111
– – ﹤0.01% 663
2017
Q2 		$8K Hold
111
– – ﹤0.01% 693
2017
Q1 		$8K Buy
+111
New +$7.68K ﹤0.01% 655

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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Reilly Financial Advisors's WWD Position: Q1 2018 in Review

Reilly Financial Advisors sold out of Woodward (WWD) in Q1 2018, closing a stake of 111 shares — an estimated $8K sold.

Reilly Financial Advisors first reported a position in WWD in Q1 2017 and held it in 4 quarters. The position peaked at $9K in Q3 2017. 299 funds tracked by Wall St. Rank hold WWD as of Q1 2018.

  • Reilly Financial Advisors reported no remaining Woodward position as of Q1 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 111 Woodward shares in Q1 2018, an estimated $8K.
  • Reilly Financial Advisors first reported a position in Woodward in Q1 2017 and held it in 4 quarters.
  • Reilly Financial Advisors's Woodward position peaked at $9K in Q3 2017.
  • 299 funds tracked by Wall St. Rank held Woodward as of Q1 2018.

Based on Reilly Financial Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.