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Shepherd Kaplan Krochuk’s Willdan Group WLDN Stock Holding History

Shepherd Kaplan Krochuk’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
Q1 		– Sell
-18,696
Closed -$99K – 649
2013
Q4 		$99K Sell
18,696
-13,500
-42% -$53.1K 0.01% 495
2013
Q3 		$119K Buy
32,196
+943
+3% +$3.04K 0.02% 502
2013
Q2 		$94K Buy
+31,253
New +$83.9K 0.02% 522

Other funds holding WLDN

WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Shepherd Kaplan Krochuk's WLDN Position: Q1 2014 in Review

Shepherd Kaplan Krochuk sold out of Willdan Group (WLDN) in Q1 2014, closing a stake of 18,696 shares — an estimated $99K sold.

Shepherd Kaplan Krochuk first reported a position in WLDN in Q2 2013 and held it in 3 quarters. The position peaked at $119K in Q3 2013. 13 funds tracked by Wall St. Rank hold WLDN as of Q1 2014.

  • Shepherd Kaplan Krochuk reported no remaining Willdan Group position as of Q1 2014 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 18,696 Willdan Group shares in Q1 2014, an estimated $99K.
  • Shepherd Kaplan Krochuk first reported a position in Willdan Group in Q2 2013 and held it in 3 quarters.
  • Shepherd Kaplan Krochuk's Willdan Group position peaked at $119K in Q3 2013.
  • 13 funds tracked by Wall St. Rank held Willdan Group as of Q1 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2014, filed 15 May 2014.