RPg Family Wealth Advisory’s Wabash National WNC Stock Holding History

RPg Family Wealth Advisory’s Portfolio WNC Stock Details WNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-162,083	Closed	-$3.7M	–	295
2017 Q3	$3.7M	Buy	162,083 +1,991	+1%	+$41.9K	3.03%	16
2017 Q2	$3.52M	Sell	160,092 -85,233	-35%	-$1.8M	3.07%	15
2017 Q1	$5.08M	Buy	245,325 +427	+0.2%	+$8.37K	4.2%	1
2016 Q4	$3.87M	Buy	+244,898	New	+$3.34M	3.32%	7

Other funds holding WNC

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

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

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SAM

Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

RCAMU

Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

RPg Family Wealth Advisory's WNC Position: Q4 2017 in Review

RPg Family Wealth Advisory sold out of Wabash National (WNC) in Q4 2017, closing a stake of 162,083 shares — an estimated $3.7M sold.

RPg Family Wealth Advisory first reported a position in WNC in Q4 2016 and held it in 4 quarters. The position peaked at $5.08M in Q1 2017. 227 funds tracked by Wall St. Rank hold WNC as of Q4 2017.

RPg Family Wealth Advisory reported no remaining Wabash National position as of Q4 2017 after selling out during the quarter.
RPg Family Wealth Advisory sold 162,083 Wabash National shares in Q4 2017, an estimated $3.7M.
RPg Family Wealth Advisory first reported a position in Wabash National in Q4 2016 and held it in 4 quarters.
RPg Family Wealth Advisory's Wabash National position peaked at $5.08M in Q1 2017.
227 funds tracked by Wall St. Rank held Wabash National as of Q4 2017.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2017, filed 13 Feb 2018.