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Denali Advisors’s WD-40 WDFC Stock Holding History

Denali 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
2016
Q4 		– Sell
-4,000
Closed -$450K – 314
2016
Q3 		$450K Sell
4,000
-18,100
-82% -$2.12M 0.07% 119
2016
Q2 		$2.6M Sell
22,100
-5,500
-20% -$596K 0.45% 65
2016
Q1 		$2.98M Buy
27,600
+18,700
+210% +$1.93M 0.65% 54
2015
Q4 		$878K Buy
+8,900
New +$864K 0.2% 94

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Denali Advisors's WDFC Position: Q4 2016 in Review

Denali Advisors sold out of WD-40 (WDFC) in Q4 2016, closing a stake of 4,000 shares — an estimated $450K sold.

Denali Advisors first reported a position in WDFC in Q4 2015 and held it in 4 quarters. The position peaked at $2.98M in Q1 2016. 220 funds tracked by Wall St. Rank hold WDFC as of Q4 2016.

  • Denali Advisors reported no remaining WD-40 position as of Q4 2016 after selling out during the quarter.
  • Denali Advisors sold 4,000 WD-40 shares in Q4 2016, an estimated $450K.
  • Denali Advisors first reported a position in WD-40 in Q4 2015 and held it in 4 quarters.
  • Denali Advisors's WD-40 position peaked at $2.98M in Q1 2016.
  • 220 funds tracked by Wall St. Rank held WD-40 as of Q4 2016.

Based on Denali Advisors's 13F filing for Q4 2016, filed 10 Jan 2017.