Truvestments Capital’s Workiva WK Stock Holding History

Truvestments 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
2019 Q3	–	Sell	-150	Closed	-$9K	–	735
2019 Q2	$9K	Buy	+150	New	+$8.04K	0.01%	543

Other funds holding WK

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Truvestments Capital's WK Position: Q3 2019 in Review

Truvestments Capital sold out of Workiva (WK) in Q3 2019, closing a stake of 150 shares — an estimated $9K sold.

Truvestments Capital first reported a position in WK in Q2 2019 and held it in 1 quarter. The position peaked at $9K in Q2 2019. 174 funds tracked by Wall St. Rank hold WK as of Q3 2019.

Truvestments Capital reported no remaining Workiva position as of Q3 2019 after selling out during the quarter.
Truvestments Capital sold 150 Workiva shares in Q3 2019, an estimated $9K.
Truvestments Capital first reported a position in Workiva in Q2 2019 and held it in 1 quarter.
Truvestments Capital's Workiva position peaked at $9K in Q2 2019.
174 funds tracked by Wall St. Rank held Workiva as of Q3 2019.

Based on Truvestments Capital's 13F filing for Q3 2019, filed 10 Oct 2019.