Avantax Planning Partners’s WD-40 WDFC Stock Holding History

Avantax Planning Partners’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
2018 Q2	–	Sell	-167	Closed	-$22K	–	1477
2018 Q1	$22K	Buy	+167	New	+$21.1K	﹤0.01%	756

Other funds holding WDFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Avantax Planning Partners's WDFC Position: Q2 2018 in Review

Avantax Planning Partners sold out of WD-40 (WDFC) in Q2 2018, closing a stake of 167 shares — an estimated $22K sold.

Avantax Planning Partners first reported a position in WDFC in Q1 2018 and held it in 1 quarter. The position peaked at $22K in Q1 2018. 244 funds tracked by Wall St. Rank hold WDFC as of Q2 2018.

Avantax Planning Partners reported no remaining WD-40 position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 167 WD-40 shares in Q2 2018, an estimated $22K.
Avantax Planning Partners first reported a position in WD-40 in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's WD-40 position peaked at $22K in Q1 2018.
244 funds tracked by Wall St. Rank held WD-40 as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.