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Willow Creek Wealth Management’s Acme United Corp ACU Stock Holding History

Willow Creek Wealth Management’s Portfolio ACU Stock Details ACU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-21,908
Closed -$504K – 21
2017
Q3 		$504K Hold
21,908
– – 0.33% 17
2017
Q2 		$627K Hold
21,908
– – 0.42% 17
2017
Q1 		$614K Hold
21,908
– – 0.42% 17
2016
Q4 		$560K Buy
+21,908
New +$475K 0.41% 17

Other funds holding ACU

NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Willow Creek Wealth Management's ACU Position: Q4 2017 in Review

Willow Creek Wealth Management sold out of Acme United Corp (ACU) in Q4 2017, closing a stake of 21,908 shares — an estimated $504K sold.

Willow Creek Wealth Management first reported a position in ACU in Q4 2016 and held it in 4 quarters. The position peaked at $627K in Q2 2017. 34 funds tracked by Wall St. Rank hold ACU as of Q4 2017.

  • Willow Creek Wealth Management reported no remaining Acme United Corp position as of Q4 2017 after selling out during the quarter.
  • Willow Creek Wealth Management sold 21,908 Acme United Corp shares in Q4 2017, an estimated $504K.
  • Willow Creek Wealth Management first reported a position in Acme United Corp in Q4 2016 and held it in 4 quarters.
  • Willow Creek Wealth Management's Acme United Corp position peaked at $627K in Q2 2017.
  • 34 funds tracked by Wall St. Rank held Acme United Corp as of Q4 2017.

Based on Willow Creek Wealth Management's 13F filing for Q4 2017, filed 2 Feb 2018.