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Spark Investment Management’s Willdan Group WLDN Stock Holding History

Spark Investment 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
2018
Q1 		– Sell
-14,800
Closed -$354K – 737
2017
Q4 		$354K Sell
14,800
-5,400
-27% -$146K 0.02% 499
2017
Q3 		$655K Buy
20,200
+10,200
+102% +$326K 0.04% 452
2017
Q2 		$305K Sell
10,000
-15,700
-61% -$492K 0.02% 579
2017
Q1 		$829K Buy
25,700
+7,400
+40% +$211K 0.05% 448
2016
Q4 		$413K Sell
18,300
-7,100
-28% -$144K 0.03% 525
2016
Q3 		$445K Sell
25,400
-2,100
-8% -$30.2K 0.04% 506
2016
Q2 		$292K Sell
27,500
-15,800
-36% -$165K 0.03% 559
2016
Q1 		$417K Sell
43,300
-6,600
-13% -$54.9K 0.04% 479
2015
Q4 		$418K Buy
49,900
+4,900
+11% +$48.8K 0.05% 412
2015
Q3 		$456K Hold
45,000
– – 0.06% 394
2015
Q2 		$503K Buy
45,000
+27,200
+153% +$383K 0.07% 357
2015
Q1 		$281K Sell
17,800
-27,000
-60% -$372K 0.04% 480
2014
Q4 		$603K Sell
44,800
-11,500
-20% -$169K 0.1% 283
2014
Q3 		$810K Buy
56,300
+40,500
+256% +$421K 0.12% 242
2014
Q2 		$136K Buy
+15,800
New +$91.8K 0.02% 535

Other funds holding WLDN

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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $294M AUM 19.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Spark Investment Management's WLDN Position: Q1 2018 in Review

Spark Investment Management sold out of Willdan Group (WLDN) in Q1 2018, closing a stake of 14,800 shares — an estimated $354K sold.

Spark Investment Management first reported a position in WLDN in Q2 2014 and held it in 15 quarters. The position peaked at $829K in Q1 2017. 83 funds tracked by Wall St. Rank hold WLDN as of Q1 2018.

  • Spark Investment Management reported no remaining Willdan Group position as of Q1 2018 after selling out during the quarter.
  • Spark Investment Management sold 14,800 Willdan Group shares in Q1 2018, an estimated $354K.
  • Spark Investment Management first reported a position in Willdan Group in Q2 2014 and held it in 15 quarters.
  • Spark Investment Management's Willdan Group position peaked at $829K in Q1 2017.
  • 83 funds tracked by Wall St. Rank held Willdan Group as of Q1 2018.

Based on Spark Investment Management's 13F filing for Q1 2018, filed 10 May 2018.