Wellington Management Group
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Wellington Management Group’s Broadwind BWEN Stock Holding History

Wellington Management Group’s Portfolio BWEN Stock Details BWEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-346,725
Closed -$1.87M – 2174
2014
Q4 		$1.87M Buy
+346,725
New +$2.31M ﹤0.01% 1706

Other funds holding BWEN

AIC
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GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TA
Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return

Wellington Management Group's BWEN Position: Q1 2015 in Review

Wellington Management Group sold out of Broadwind (BWEN) in Q1 2015, closing a stake of 346,725 shares — an estimated $1.87M sold.

Wellington Management Group first reported a position in BWEN in Q4 2014 and held it in 1 quarter. The position peaked at $1.87M in Q4 2014. 49 funds tracked by Wall St. Rank hold BWEN as of Q1 2015.

  • Wellington Management Group reported no remaining Broadwind position as of Q1 2015 after selling out during the quarter.
  • Wellington Management Group sold 346,725 Broadwind shares in Q1 2015, an estimated $1.87M.
  • Wellington Management Group first reported a position in Broadwind in Q4 2014 and held it in 1 quarter.
  • Wellington Management Group's Broadwind position peaked at $1.87M in Q4 2014.
  • 49 funds tracked by Wall St. Rank held Broadwind as of Q1 2015.

Based on Wellington Management Group's 13F filing for Q1 2015, filed 15 May 2015.