BA
WDFC icon

BKS Advisors’s WD-40 WDFC Stock Holding History

BKS Advisors’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
2017
Q1 		– Sell
-2,337
Closed -$273K – 207
2016
Q4 		$273K Hold
2,337
– – 0.13% 146
2016
Q3 		$263K Hold
2,337
– – 0.12% 143
2016
Q2 		$274K Hold
2,337
– – 0.14% 138
2016
Q1 		$252K Hold
2,337
– – 0.13% 141
2015
Q4 		$231K Hold
2,337
– – 0.12% 139
2015
Q3 		$208K Hold
2,337
– – 0.12% 138
2015
Q2 		$204K Hold
2,337
– – 0.1% 150
2015
Q1 		$207K Buy
+2,337
New +$196K 0.1% 153

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Parnassus Investments
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BKS Advisors's WDFC Position: Q1 2017 in Review

BKS Advisors sold out of WD-40 (WDFC) in Q1 2017, closing a stake of 2,337 shares — an estimated $273K sold.

BKS Advisors first reported a position in WDFC in Q1 2015 and held it in 8 quarters. The position peaked at $274K in Q2 2016. 212 funds tracked by Wall St. Rank hold WDFC as of Q1 2017.

  • BKS Advisors reported no remaining WD-40 position as of Q1 2017 after selling out during the quarter.
  • BKS Advisors sold 2,337 WD-40 shares in Q1 2017, an estimated $273K.
  • BKS Advisors first reported a position in WD-40 in Q1 2015 and held it in 8 quarters.
  • BKS Advisors's WD-40 position peaked at $274K in Q2 2016.
  • 212 funds tracked by Wall St. Rank held WD-40 as of Q1 2017.

Based on BKS Advisors's 13F filing for Q1 2017, filed 15 May 2017.