Winslow Evans & Crocker’s Workiva WK Stock Holding History

Winslow Evans & Crocker’s Portfolio WK Stock Details WK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-20	Closed	-$2K	–	1176
2019 Q2	$2K	Buy	+20	New	+$1.07K	﹤0.01%	1112

Other funds holding WK

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Winslow Evans & Crocker's WK Position: Q3 2019 in Review

Winslow Evans & Crocker sold out of Workiva (WK) in Q3 2019, closing a stake of 20 shares — an estimated $2K sold.

Winslow Evans & Crocker first reported a position in WK in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 174 funds tracked by Wall St. Rank hold WK as of Q3 2019.

Winslow Evans & Crocker reported no remaining Workiva position as of Q3 2019 after selling out during the quarter.
Winslow Evans & Crocker sold 20 Workiva shares in Q3 2019, an estimated $2K.
Winslow Evans & Crocker first reported a position in Workiva in Q2 2019 and held it in 1 quarter.
Winslow Evans & Crocker's Workiva position peaked at $2K in Q2 2019.
174 funds tracked by Wall St. Rank held Workiva as of Q3 2019.

Based on Winslow Evans & Crocker's 13F filing for Q3 2019, filed 16 Oct 2019.