WESPAC Advisors SoCal’s Woodward WWD Stock Holding History

WESPAC Advisors SoCal’s Portfolio WWD Stock Details WWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-70	Closed	-$6K	–	319
2019 Q1	$6K	Hold	70	–	–	﹤0.01%	279
2018 Q4	$5K	Buy	+70	New	+$5.4K	﹤0.01%	286

Other funds holding WWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WESPAC Advisors SoCal's WWD Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Woodward (WWD) in Q2 2019, closing a stake of 70 shares — an estimated $6K sold.

WESPAC Advisors SoCal first reported a position in WWD in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q1 2019. 363 funds tracked by Wall St. Rank hold WWD as of Q2 2019.

WESPAC Advisors SoCal reported no remaining Woodward position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 70 Woodward shares in Q2 2019, an estimated $6K.
WESPAC Advisors SoCal first reported a position in Woodward in Q4 2018 and held it in 2 quarters.
WESPAC Advisors SoCal's Woodward position peaked at $6K in Q1 2019.
363 funds tracked by Wall St. Rank held Woodward as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.