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Sheets Smith Wealth Management’s Willdan Group WLDN Stock Holding History

Sheets Smith Wealth 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
2017
Q2 		– Sell
-12,529
Closed -$404K – 314
2017
Q1 		$404K Sell
12,529
-109
-0.9% -$3.11K 0.11% 197
2016
Q4 		$285K Buy
+12,638
New +$257K 0.08% 232

Other funds holding WLDN

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
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
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 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
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Sheets Smith Wealth Management's WLDN Position: Q2 2017 in Review

Sheets Smith Wealth Management sold out of Willdan Group (WLDN) in Q2 2017, closing a stake of 12,529 shares — an estimated $404K sold.

Sheets Smith Wealth Management first reported a position in WLDN in Q4 2016 and held it in 2 quarters. The position peaked at $404K in Q1 2017. 91 funds tracked by Wall St. Rank hold WLDN as of Q2 2017.

  • Sheets Smith Wealth Management reported no remaining Willdan Group position as of Q2 2017 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 12,529 Willdan Group shares in Q2 2017, an estimated $404K.
  • Sheets Smith Wealth Management first reported a position in Willdan Group in Q4 2016 and held it in 2 quarters.
  • Sheets Smith Wealth Management's Willdan Group position peaked at $404K in Q1 2017.
  • 91 funds tracked by Wall St. Rank held Willdan Group as of Q2 2017.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2017, filed 19 Jul 2017.