WWM
AL

Willingdon Wealth Management’s Air Lease Corp AL Stock Holding History

Willingdon Wealth Management’s Portfolio AL Stock Details AL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-36
Closed -$2K – 376
2019
Q3 		$2K Buy
+36
New +$1.48K ﹤0.01% 332

Other funds holding AL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Willingdon Wealth Management's AL Position: Q4 2019 in Review

Willingdon Wealth Management sold out of Air Lease Corp (AL) in Q4 2019, closing a stake of 36 shares — an estimated $2K sold.

Willingdon Wealth Management first reported a position in AL in Q3 2019 and held it in 1 quarter. The position peaked at $2K in Q3 2019. 303 funds tracked by Wall St. Rank hold AL as of Q4 2019.

  • Willingdon Wealth Management reported no remaining Air Lease Corp position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 36 Air Lease Corp shares in Q4 2019, an estimated $2K.
  • Willingdon Wealth Management first reported a position in Air Lease Corp in Q3 2019 and held it in 1 quarter.
  • Willingdon Wealth Management's Air Lease Corp position peaked at $2K in Q3 2019.
  • 303 funds tracked by Wall St. Rank held Air Lease Corp as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.