Highwater Wealth Management, LLC Buys Workiva Inc

Oct 17, 2018

Investment company Highwater Wealth Management, LLC buys Workiva Inc during the 3-months ended 2018-09-30, according to the most recent filings of the investment company, Highwater Wealth Management, LLC. As of 2018-09-30, Highwater Wealth Management, LLC owns 10 stocks with a total value of $44 million. These are the details of the buys and sells.

Added Positions: WK, VTIP,
Reduced Positions: NDSN, IWD, IDV, VWO,

For the details of Highwater Wealth Management, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Highwater+Wealth+Management%2C+LLC

These are the top 5 holdings of Highwater Wealth Management, LLC

Workiva Inc (WK) - 761,415 shares, 68.54% of the total portfolio. Shares added by 6570.30%
Nordson Corp (NDSN) - 44,496 shares, 14.08% of the total portfolio. Shares reduced by 1.55%
Exxon Mobil Corp (XOM) - 21,344 shares, 4.14% of the total portfolio.
iShares Russell 1000 Value (IWD) - 11,987 shares, 3.46% of the total portfolio. Shares reduced by 3.73%
Procter & Gamble Co (PG) - 14,331 shares, 2.72% of the total portfolio.

Added: Workiva Inc (WK)

Highwater Wealth Management, LLC added to a holding in Workiva Inc by 6570.30%. The purchase prices were between $24.4 and $40, with an estimated average price of $31.08. The stock is now traded at around $34.32. The impact to a portfolio due to this purchase was 67.51%. The holding were 761,415 shares as of 2018-09-30.

Here is the complete portfolio of Highwater Wealth Management, LLC. Also check out:

1. Highwater Wealth Management, LLC's Undervalued Stocks
2. Highwater Wealth Management, LLC's Top Growth Companies, and
3. Highwater Wealth Management, LLC's High Yield stocks
4. Stocks that Highwater Wealth Management, LLC keeps buying

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