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Rotella Capital Management’s Willdan Group WLDN Stock Holding History

Rotella Capital 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
2014
Q3 		– Sell
-13,400
Closed -$116K – 405
2014
Q2 		$116K Buy
+13,400
New +$77.9K 0.1% 198

Other funds holding WLDN

BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $1.12B AUM 390.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BIM
Bogle Investment Management Newton Lower Falls, Massachusetts $63M AUM 51.97% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Rotella Capital Management's WLDN Position: Q3 2014 in Review

Rotella Capital Management sold out of Willdan Group (WLDN) in Q3 2014, closing a stake of 13,400 shares — an estimated $116K sold.

Rotella Capital Management first reported a position in WLDN in Q2 2014 and held it in 1 quarter. The position peaked at $116K in Q2 2014. 34 funds tracked by Wall St. Rank hold WLDN as of Q3 2014.

  • Rotella Capital Management reported no remaining Willdan Group position as of Q3 2014 after selling out during the quarter.
  • Rotella Capital Management sold 13,400 Willdan Group shares in Q3 2014, an estimated $116K.
  • Rotella Capital Management first reported a position in Willdan Group in Q2 2014 and held it in 1 quarter.
  • Rotella Capital Management's Willdan Group position peaked at $116K in Q2 2014.
  • 34 funds tracked by Wall St. Rank held Willdan Group as of Q3 2014.

Based on Rotella Capital Management's 13F filing for Q3 2014, filed 14 Nov 2014.