Wall Street Associates’s Workiva WK Stock Holding History

Wall Street Associates’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
2016 Q4	$703K	Sell	51,500 -47,000	-48%	-$721K	0.46%	78
2016 Q3	$1.79M	Buy	+98,500	New	+$1.6M	0.61%	75

Other funds holding WK

WEO

William E. Oberndorf $53.3M AUM 10.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Wall Street Associates's WK Position: Q4 2016 in Review

Wall Street Associates reduced its Workiva (WK) stake by 48% in Q4 2016, selling an estimated $721K and leaving 51,500 shares worth $703K. The position accounts for 0.46% of the portfolio, ranked #78.

Wall Street Associates first reported a position in WK in Q3 2016 and has held it in 2 quarters since. The position peaked at $1.79M in Q3 2016. 74 funds tracked by Wall St. Rank hold WK as of Q4 2016.

Wall Street Associates held 51,500 shares of Workiva worth $703K as of Q4 2016.
Wall Street Associates sold 47,000 Workiva shares in Q4 2016, an estimated $721K.
Workiva made up 0.46% of Wall Street Associates's portfolio in Q4 2016, its #78 holding.
Wall Street Associates first reported a position in Workiva in Q3 2016 and has held it in 2 quarters since.
Wall Street Associates's Workiva position peaked at $1.79M in Q3 2016.
74 funds tracked by Wall St. Rank held Workiva as of Q4 2016.

Based on Wall Street Associates's 13F filing for Q4 2016, filed 18 Jan 2017.