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TFS Capital’s Willdan Group WLDN Stock Holding History

TFS Capital’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
2017
Q1 		– Sell
-15,641
Closed -$353K – 864
2016
Q4 		$353K Buy
+15,641
New +$318K 0.09% 371
2015
Q3 		– Sell
-24,838
Closed -$278K – 1054
2015
Q2 		$278K Sell
24,838
-3,384
-12% -$47.6K 0.03% 679
2015
Q1 		$447K Buy
28,222
+7,894
+39% +$109K 0.04% 582
2014
Q4 		$274K Buy
+20,328
New +$299K 0.03% 743

Other funds holding WLDN

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
BIM
Bogle Investment Management Newton Lower Falls, Massachusetts $63M AUM 51.97% 1-Year Est. Return

TFS Capital's WLDN Position: Q1 2017 in Review

TFS Capital sold out of Willdan Group (WLDN) in Q1 2017, closing a stake of 15,641 shares — an estimated $353K sold.

TFS Capital first reported a position in WLDN in Q4 2014 and held it in 4 quarters. The position peaked at $447K in Q1 2015. 74 funds tracked by Wall St. Rank hold WLDN as of Q1 2017.

  • TFS Capital reported no remaining Willdan Group position as of Q1 2017 after selling out during the quarter.
  • TFS Capital sold 15,641 Willdan Group shares in Q1 2017, an estimated $353K.
  • TFS Capital first reported a position in Willdan Group in Q4 2014 and held it in 4 quarters.
  • TFS Capital's Willdan Group position peaked at $447K in Q1 2015.
  • 74 funds tracked by Wall St. Rank held Willdan Group as of Q1 2017.

Based on TFS Capital's 13F filing for Q1 2017, filed 5 May 2017.