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Financial Architects (New Jersey)’s WD-40 WDFC Stock Holding History

Financial Architects (New Jersey)’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
2017
Q4 		– Sell
-186
Closed -$21K – 1613
2017
Q3 		$21K Buy
+186
New +$20.1K ﹤0.01% 952

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
RP
Regal Partners Sydney, NSW, Australia $1.84B AUM 54.78% 1-Year Est. Return

Financial Architects (New Jersey)'s WDFC Position: Q4 2017 in Review

Financial Architects (New Jersey) sold out of WD-40 (WDFC) in Q4 2017, closing a stake of 186 shares — an estimated $21K sold.

Financial Architects (New Jersey) first reported a position in WDFC in Q3 2017 and held it in 1 quarter. The position peaked at $21K in Q3 2017. 228 funds tracked by Wall St. Rank hold WDFC as of Q4 2017.

  • Financial Architects (New Jersey) reported no remaining WD-40 position as of Q4 2017 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 186 WD-40 shares in Q4 2017, an estimated $21K.
  • Financial Architects (New Jersey) first reported a position in WD-40 in Q3 2017 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s WD-40 position peaked at $21K in Q3 2017.
  • 228 funds tracked by Wall St. Rank held WD-40 as of Q4 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2017, filed 12 Feb 2018.