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CapWealth Advisors’s WD-40 WDFC Stock Holding History

CapWealth 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
2013
Q4 		– Sell
-1,600
Closed -$104K – 416
2013
Q3 		$104K Hold
1,600
– – 0.03% 113
2013
Q2 		$87K Buy
+1,600
New +$87.9K 0.03% 120

Other funds holding WDFC

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CapWealth Advisors's WDFC Position: Q4 2013 in Review

CapWealth Advisors sold out of WD-40 (WDFC) in Q4 2013, closing a stake of 1,600 shares — an estimated $104K sold.

CapWealth Advisors first reported a position in WDFC in Q2 2013 and held it in 2 quarters. The position peaked at $104K in Q3 2013. 175 funds tracked by Wall St. Rank hold WDFC as of Q4 2013.

  • CapWealth Advisors reported no remaining WD-40 position as of Q4 2013 after selling out during the quarter.
  • CapWealth Advisors sold 1,600 WD-40 shares in Q4 2013, an estimated $104K.
  • CapWealth Advisors first reported a position in WD-40 in Q2 2013 and held it in 2 quarters.
  • CapWealth Advisors's WD-40 position peaked at $104K in Q3 2013.
  • 175 funds tracked by Wall St. Rank held WD-40 as of Q4 2013.

Based on CapWealth Advisors's 13F filing for Q4 2013, filed 13 Feb 2014.