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FDx Advisors’s WD-40 WDFC Stock Holding History

FDx 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
2019
Q3 		– Sell
-2,782
Closed -$442K – 818
2019
Q2 		$442K Sell
2,782
-1,350
-33% -$221K 0.02% 512
2019
Q1 		$700K Buy
+4,132
New +$728K 0.03% 378
2018
Q4 		– Sell
-4,607
Closed -$793K – 832
2018
Q3 		$793K Buy
4,607
+1,210
+36% +$202K 0.03% 395
2018
Q2 		$497K Sell
3,397
-1,670
-33% -$230K 0.02% 550
2018
Q1 		$667K Buy
5,067
+387
+8% +$48.8K 0.02% 643
2017
Q4 		$552K Sell
4,680
-186
-4% -$21.3K 0.02% 765
2017
Q3 		$545K Buy
4,866
+168
+4% +$18.1K 0.02% 768
2017
Q2 		$518K Buy
4,698
+1,601
+52% +$170K 0.02% 767
2017
Q1 		$337K Sell
3,097
-1,115
-26% -$121K 0.01% 938
2016
Q4 		$492K Buy
4,212
+2,427
+136% +$267K 0.01% 775
2016
Q3 		$201K Buy
+1,785
New +$209K 0.01% 876
2014
Q4 		– Sell
-4,708
Closed -$320K – 958
2014
Q3 		$320K Buy
4,708
+283
+6% +$19.6K 0.02% 758
2014
Q2 		$333K Buy
4,425
+33
+0.8% +$2.42K 0.02% 743
2014
Q1 		$341K Sell
4,392
-527
-11% -$38.4K 0.03% 567
2013
Q4 		$367K Buy
+4,919
New +$351K 0.04% 455

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
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RP
Regal Partners Sydney, NSW, Australia $1.84B AUM 54.78% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

FDx Advisors's WDFC Position: Q3 2019 in Review

FDx Advisors sold out of WD-40 (WDFC) in Q3 2019, closing a stake of 2,782 shares — an estimated $442K sold.

FDx Advisors first reported a position in WDFC in Q4 2013 and held it in 15 quarters. The position peaked at $793K in Q3 2018. 282 funds tracked by Wall St. Rank hold WDFC as of Q3 2019.

  • FDx Advisors reported no remaining WD-40 position as of Q3 2019 after selling out during the quarter.
  • FDx Advisors sold 2,782 WD-40 shares in Q3 2019, an estimated $442K.
  • FDx Advisors first reported a position in WD-40 in Q4 2013 and held it in 15 quarters.
  • FDx Advisors's WD-40 position peaked at $793K in Q3 2018.
  • 282 funds tracked by Wall St. Rank held WD-40 as of Q3 2019.

Based on FDx Advisors's 13F filing for Q3 2019, filed 7 Nov 2019.