Telemus Capital’s Workiva WK Stock Holding History

Telemus Capital’s Portfolio WK Stock Details WK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-18,000	Closed	-$343K	–	354
2017 Q2	$343K	Hold	18,000	–	–	0.03%	277
2017 Q1	$282K	Buy	+18,000	New	+$253K	0.03%	289

Other funds holding WK

WEO

William E. Oberndorf $55M AUM 15.01% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DGI

Discovery Group I Chicago, Illinois $262M AUM 29.24% 1-Year Est. Return

DAM

Dorsey Asset Management Chicago, Illinois $1.56B AUM 25.77% 1-Year Est. Return

HWM

Highwater Wealth Management Glendale, Colorado $22.6M AUM 3.46% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Telemus Capital's WK Position: Q3 2017 in Review

Telemus Capital sold out of Workiva (WK) in Q3 2017, closing a stake of 18,000 shares — an estimated $343K sold.

Telemus Capital first reported a position in WK in Q1 2017 and held it in 2 quarters. The position peaked at $343K in Q2 2017. 83 funds tracked by Wall St. Rank hold WK as of Q3 2017.

Telemus Capital reported no remaining Workiva position as of Q3 2017 after selling out during the quarter.
Telemus Capital sold 18,000 Workiva shares in Q3 2017, an estimated $343K.
Telemus Capital first reported a position in Workiva in Q1 2017 and held it in 2 quarters.
Telemus Capital's Workiva position peaked at $343K in Q2 2017.
83 funds tracked by Wall St. Rank held Workiva as of Q3 2017.

Based on Telemus Capital's 13F filing for Q3 2017, filed 3 Nov 2017.