AIM
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Assured Investment Management’s WD-40 WDFC Stock Holding History

Assured Investment Management’s Portfolio WDFC Stock Details WDFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,618
Closed -$274K – 846
2019
Q1 		$274K Buy
+1,618
New +$285K ﹤0.01% 730
2018
Q4 		– Sell
-1,729
Closed -$298K – 1333
2018
Q3 		$298K Buy
+1,729
New +$289K 0.01% 901

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RP
Regal Partners Sydney, NSW, Australia $1.84B AUM 54.78% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Assured Investment Management's WDFC Position: Q2 2019 in Review

Assured Investment Management sold out of WD-40 (WDFC) in Q2 2019, closing a stake of 1,618 shares — an estimated $274K sold.

Assured Investment Management first reported a position in WDFC in Q3 2018 and held it in 2 quarters. The position peaked at $298K in Q3 2018. 278 funds tracked by Wall St. Rank hold WDFC as of Q2 2019.

  • Assured Investment Management reported no remaining WD-40 position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 1,618 WD-40 shares in Q2 2019, an estimated $274K.
  • Assured Investment Management first reported a position in WD-40 in Q3 2018 and held it in 2 quarters.
  • Assured Investment Management's WD-40 position peaked at $298K in Q3 2018.
  • 278 funds tracked by Wall St. Rank held WD-40 as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.