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Freedom Investment Management’s WD-40 WDFC Stock Holding History

Freedom Investment Management’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
Q2 		– Sell
-3,669
Closed -$483K – 1150
2018
Q1 		$483K Buy
3,669
+5
+0.1% +$631 0.02% 639
2017
Q4 		$432K Buy
3,664
+215
+6% +$24.7K 0.02% 701
2017
Q3 		$386K Sell
3,449
-457
-12% -$49.3K 0.02% 713
2017
Q2 		$431K Sell
3,906
-64
-2% -$6.81K 0.02% 627
2017
Q1 		$433K Buy
3,970
+93
+2% +$10.1K 0.03% 596
2016
Q4 		$453K Buy
3,877
+400
+12% +$43.9K 0.03% 522
2016
Q3 		$391K Sell
3,477
-211
-6% -$24.7K 0.03% 527
2016
Q2 		$433K Sell
3,688
-30
-0.8% -$3.25K 0.03% 466
2016
Q1 		$402K Sell
3,718
-488
-12% -$50.4K 0.03% 467
2015
Q4 		$415K Sell
4,206
-14,651
-78% -$1.42M 0.03% 459
2015
Q3 		$993K Buy
18,857
+16,049
+572% +$1.4M 0.1% 163
2015
Q2 		$245K Sell
2,808
-139
-5% -$11.8K 0.03% 573
2015
Q1 		$261K Buy
2,947
+394
+15% +$33.1K 0.03% 522
2014
Q4 		$217K Buy
+2,553
New +$194K 0.03% 531

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Freedom Investment Management's WDFC Position: Q2 2018 in Review

Freedom Investment Management sold out of WD-40 (WDFC) in Q2 2018, closing a stake of 3,669 shares — an estimated $483K sold.

Freedom Investment Management first reported a position in WDFC in Q4 2014 and held it in 14 quarters. The position peaked at $993K in Q3 2015. 244 funds tracked by Wall St. Rank hold WDFC as of Q2 2018.

  • Freedom Investment Management reported no remaining WD-40 position as of Q2 2018 after selling out during the quarter.
  • Freedom Investment Management sold 3,669 WD-40 shares in Q2 2018, an estimated $483K.
  • Freedom Investment Management first reported a position in WD-40 in Q4 2014 and held it in 14 quarters.
  • Freedom Investment Management's WD-40 position peaked at $993K in Q3 2015.
  • 244 funds tracked by Wall St. Rank held WD-40 as of Q2 2018.

Based on Freedom Investment Management's 13F filing for Q2 2018, filed 27 Jul 2018.