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Capital Investment Advisory Services’s WD-40 WDFC Stock Holding History

Capital Investment Advisory Services’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
Q4 		– Sell
-282
Closed -$52K – 1253
2019
Q3 		$52K Hold
282
– – 0.01% 562
2019
Q2 		$50K Hold
282
– – 0.02% 557
2019
Q1 		$48K Buy
282
+102
+57% +$18K 0.02% 490
2018
Q4 		$33K Buy
+180
New +$30.5K 0.01% 545

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
RP
Regal Partners Sydney, NSW, Australia $1.84B AUM 54.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Capital Investment Advisory Services's WDFC Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of WD-40 (WDFC) in Q4 2019, closing a stake of 282 shares — an estimated $52K sold.

Capital Investment Advisory Services first reported a position in WDFC in Q4 2018 and held it in 4 quarters. The position peaked at $52K in Q3 2019. 284 funds tracked by Wall St. Rank hold WDFC as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining WD-40 position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 282 WD-40 shares in Q4 2019, an estimated $52K.
  • Capital Investment Advisory Services first reported a position in WD-40 in Q4 2018 and held it in 4 quarters.
  • Capital Investment Advisory Services's WD-40 position peaked at $52K in Q3 2019.
  • 284 funds tracked by Wall St. Rank held WD-40 as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.