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Chicago Partners Investment Group’s WD-40 WDFC Stock Holding History

Chicago Partners Investment Group’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
Q3 		– Sell
-68
Closed -$10K – 1105
2018
Q2 		$10K Hold
68
– – ﹤0.01% 811
2018
Q1 		$9K Buy
+68
New +$8.58K ﹤0.01% 794
2017
Q4 		– Sell
-112
Closed -$13K – 960
2017
Q3 		$13K Buy
+112
New +$12.1K ﹤0.01% 732

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Chicago Partners Investment Group's WDFC Position: Q3 2018 in Review

Chicago Partners Investment Group sold out of WD-40 (WDFC) in Q3 2018, closing a stake of 68 shares — an estimated $10K sold.

Chicago Partners Investment Group first reported a position in WDFC in Q3 2017 and held it in 3 quarters. The position peaked at $13K in Q3 2017. 267 funds tracked by Wall St. Rank hold WDFC as of Q3 2018.

  • Chicago Partners Investment Group reported no remaining WD-40 position as of Q3 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 68 WD-40 shares in Q3 2018, an estimated $10K.
  • Chicago Partners Investment Group first reported a position in WD-40 in Q3 2017 and held it in 3 quarters.
  • Chicago Partners Investment Group's WD-40 position peaked at $13K in Q3 2017.
  • 267 funds tracked by Wall St. Rank held WD-40 as of Q3 2018.

Based on Chicago Partners Investment Group's 13F filing for Q3 2018, filed 5 Nov 2018.