WI
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WBI Investments’s Exponent EXPO Stock Holding History

WBI Investments’s Portfolio EXPO Stock Details EXPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-78,536
Closed -$2.29M – 284
2016
Q2 		$2.29M Buy
+78,536
New +$2.04M 0.08% 104
2016
Q1 		– Sell
-78,368
Closed -$1.96M – 157
2015
Q4 		$1.96M Buy
+78,368
New +$1.99M 0.06% 149

Other funds holding EXPO

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

WBI Investments's EXPO Position: Q3 2016 in Review

WBI Investments sold out of Exponent (EXPO) in Q3 2016, closing a stake of 78,536 shares — an estimated $2.29M sold.

WBI Investments first reported a position in EXPO in Q4 2015 and held it in 2 quarters. The position peaked at $2.29M in Q2 2016. 162 funds tracked by Wall St. Rank hold EXPO as of Q3 2016.

  • WBI Investments reported no remaining Exponent position as of Q3 2016 after selling out during the quarter.
  • WBI Investments sold 78,536 Exponent shares in Q3 2016, an estimated $2.29M.
  • WBI Investments first reported a position in Exponent in Q4 2015 and held it in 2 quarters.
  • WBI Investments's Exponent position peaked at $2.29M in Q2 2016.
  • 162 funds tracked by Wall St. Rank held Exponent as of Q3 2016.

Based on WBI Investments's 13F filing for Q3 2016, filed 14 Nov 2016.