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Stoneridge Investment Partners’s Wabash National WNC Stock Holding History

Stoneridge Investment Partners’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
Q1 		– Sell
-54,184
Closed -$857K – 356
2016
Q4 		$857K Buy
+54,184
New +$739K 0.12% 190
2015
Q2 		– Sell
-40,000
Closed -$564K – 307
2015
Q1 		$564K Hold
40,000
– – 0.07% 197
2014
Q4 		$494K Buy
+40,000
New +$456K 0.07% 187

Other funds holding WNC

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Stoneridge Investment Partners's WNC Position: Q1 2017 in Review

Stoneridge Investment Partners sold out of Wabash National (WNC) in Q1 2017, closing a stake of 54,184 shares — an estimated $857K sold.

Stoneridge Investment Partners first reported a position in WNC in Q4 2014 and held it in 3 quarters. The position peaked at $857K in Q4 2016. 248 funds tracked by Wall St. Rank hold WNC as of Q1 2017.

  • Stoneridge Investment Partners reported no remaining Wabash National position as of Q1 2017 after selling out during the quarter.
  • Stoneridge Investment Partners sold 54,184 Wabash National shares in Q1 2017, an estimated $857K.
  • Stoneridge Investment Partners first reported a position in Wabash National in Q4 2014 and held it in 3 quarters.
  • Stoneridge Investment Partners's Wabash National position peaked at $857K in Q4 2016.
  • 248 funds tracked by Wall St. Rank held Wabash National as of Q1 2017.

Based on Stoneridge Investment Partners's 13F filing for Q1 2017, filed 1 May 2017.