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Aviance Capital Management’s WD-40 WDFC Stock Holding History

Aviance Capital 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
2014
Q1 		– Sell
-98
Closed -$7K – 408
2013
Q4 		$7K Sell
98
-22
-18% -$1.57K ﹤0.01% 376
2013
Q3 		$8K Buy
+120
New +$7.15K ﹤0.01% 335

Other funds holding WDFC

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Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aviance Capital Management's WDFC Position: Q1 2014 in Review

Aviance Capital Management sold out of WD-40 (WDFC) in Q1 2014, closing a stake of 98 shares — an estimated $7K sold.

Aviance Capital Management first reported a position in WDFC in Q3 2013 and held it in 2 quarters. The position peaked at $8K in Q3 2013. 166 funds tracked by Wall St. Rank hold WDFC as of Q1 2014.

  • Aviance Capital Management reported no remaining WD-40 position as of Q1 2014 after selling out during the quarter.
  • Aviance Capital Management sold 98 WD-40 shares in Q1 2014, an estimated $7K.
  • Aviance Capital Management first reported a position in WD-40 in Q3 2013 and held it in 2 quarters.
  • Aviance Capital Management's WD-40 position peaked at $8K in Q3 2013.
  • 166 funds tracked by Wall St. Rank held WD-40 as of Q1 2014.

Based on Aviance Capital Management's 13F filing for Q1 2014, filed 15 May 2014.