Steward Partners Investment Advisory’s Willdan Group WLDN Stock Holding History

Steward Partners Investment Advisory’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 Q4	–	Sell	-300	Closed	-$10K	–	2164
2018 Q3	$10K	Hold	300	–	–	﹤0.01%	1886
2018 Q2	$9K	Hold	300	–	–	﹤0.01%	1789
2018 Q1	$8K	Hold	300	–	–	﹤0.01%	1657
2017 Q4	$7K	Hold	300	–	–	﹤0.01%	1442
2017 Q3	$9K	Hold	300	–	–	﹤0.01%	1151
2017 Q2	$9K	Hold	300	–	–	﹤0.01%	1084
2017 Q1	$9K	Buy	+300	New	+$8.55K	﹤0.01%	978

Other funds holding WLDN

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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

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

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

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Steward Partners Investment Advisory's WLDN Position: Q4 2018 in Review

Steward Partners Investment Advisory sold out of Willdan Group (WLDN) in Q4 2018, closing a stake of 300 shares — an estimated $10K sold.

Steward Partners Investment Advisory first reported a position in WLDN in Q1 2017 and held it in 7 quarters. The position peaked at $10K in Q3 2018. 95 funds tracked by Wall St. Rank hold WLDN as of Q4 2018.

Steward Partners Investment Advisory reported no remaining Willdan Group position as of Q4 2018 after selling out during the quarter.
Steward Partners Investment Advisory sold 300 Willdan Group shares in Q4 2018, an estimated $10K.
Steward Partners Investment Advisory first reported a position in Willdan Group in Q1 2017 and held it in 7 quarters.
Steward Partners Investment Advisory's Willdan Group position peaked at $10K in Q3 2018.
95 funds tracked by Wall St. Rank held Willdan Group as of Q4 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2018, filed 15 Jan 2019.