Winch Advisory Services’s Willdan Group WLDN Stock Holding History

Winch Advisory Services’s Portfolio WLDN Stock Details WLDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-100	Closed	-$3K	–	352
2018 Q2	$3K	Buy	+100	New	+$2.89K	﹤0.01%	270

Other funds holding WLDN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

SCA

Summit Creek Advisors Minneapolis, Minnesota $294M AUM 19.1% 1-Year Est. Return

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Winch Advisory Services's WLDN Position: Q3 2018 in Review

Winch Advisory Services sold out of Willdan Group (WLDN) in Q3 2018, closing a stake of 100 shares — an estimated $3K sold.

Winch Advisory Services first reported a position in WLDN in Q2 2018 and held it in 1 quarter. The position peaked at $3K in Q2 2018. 83 funds tracked by Wall St. Rank hold WLDN as of Q3 2018.

Winch Advisory Services reported no remaining Willdan Group position as of Q3 2018 after selling out during the quarter.
Winch Advisory Services sold 100 Willdan Group shares in Q3 2018, an estimated $3K.
Winch Advisory Services first reported a position in Willdan Group in Q2 2018 and held it in 1 quarter.
Winch Advisory Services's Willdan Group position peaked at $3K in Q2 2018.
83 funds tracked by Wall St. Rank held Willdan Group as of Q3 2018.

Based on Winch Advisory Services's 13F filing for Q3 2018, filed 13 Nov 2018.