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UBS’s Willdan Group WLDN Stock Holding History

UBS’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
2014
Q2 		– Sell
-999
Closed -$5K – 10872
2014
Q1 		$5K Buy
+999
New +$4.68K ﹤0.01% 9560

Other funds holding WLDN

WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAM
ClariVest Asset Management San Diego, California $980M AUM 60.89% 1-Year Est. Return

UBS's WLDN Position: Q2 2014 in Review

UBS sold out of Willdan Group (WLDN) in Q2 2014, closing a stake of 999 shares — an estimated $5K sold.

UBS first reported a position in WLDN in Q1 2014 and held it in 1 quarter. The position peaked at $5K in Q1 2014. 22 funds tracked by Wall St. Rank hold WLDN as of Q2 2014.

  • UBS reported no remaining Willdan Group position as of Q2 2014 after selling out during the quarter.
  • UBS sold 999 Willdan Group shares in Q2 2014, an estimated $5K.
  • UBS first reported a position in Willdan Group in Q1 2014 and held it in 1 quarter.
  • UBS's Willdan Group position peaked at $5K in Q1 2014.
  • 22 funds tracked by Wall St. Rank held Willdan Group as of Q2 2014.

Based on UBS's 13F filing for Q2 2014, filed 14 Aug 2014.