WCM Investment Management
UFPT icon

WCM Investment Management’s UFP Technologies UFPT Stock Holding History

WCM Investment Management’s Portfolio UFPT Stock Details UFPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-129,204
Closed -$3.81M – 95
2018
Q1 		$3.81M Sell
129,204
-151,722
-54% -$4.39M 0.04% 66
2017
Q4 		$7.81M Buy
280,926
+335
+0.1% +$9.42K 0.09% 51
2017
Q3 		$7.88M Buy
280,591
+3,695
+1% +$102K 0.1% 36
2017
Q2 		$7.84M Buy
276,896
+2,935
+1% +$78.7K 0.12% 35
2017
Q1 		$7.1M Buy
273,961
+10,794
+4% +$267K 0.08% 59
2016
Q4 		$6.7M Sell
263,167
-27,545
-9% -$712K 0.08% 61
2016
Q3 		$7.7M Buy
290,712
+29,960
+11% +$732K 0.09% 63
2016
Q2 		$5.88M Buy
260,752
+17,100
+7% +$384K 0.09% 80
2016
Q1 		$5.43M Buy
+243,652
New +$5.41M 0.08% 82

Other funds holding UFPT

CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management's UFPT Position: Q2 2018 in Review

WCM Investment Management sold out of UFP Technologies (UFPT) in Q2 2018, closing a stake of 129,204 shares — an estimated $3.81M sold.

WCM Investment Management first reported a position in UFPT in Q1 2016 and held it in 9 quarters. The position peaked at $7.88M in Q3 2017. 74 funds tracked by Wall St. Rank hold UFPT as of Q2 2018.

  • WCM Investment Management reported no remaining UFP Technologies position as of Q2 2018 after selling out during the quarter.
  • WCM Investment Management sold 129,204 UFP Technologies shares in Q2 2018, an estimated $3.81M.
  • WCM Investment Management first reported a position in UFP Technologies in Q1 2016 and held it in 9 quarters.
  • WCM Investment Management's UFP Technologies position peaked at $7.88M in Q3 2017.
  • 74 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2018.

Based on WCM Investment Management's 13F filing for Q2 2018, filed 14 Aug 2018.