Gary Goldberg Planning Services’s WD-40 WDFC Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$156K	Sell	1,835 -1,030	-36%	-$78.3K	0.07%	115
2014 Q3	$195K	Sell	2,865 -1,026	-26%	-$71.2K	0.08%	116
2014 Q2	$293K	Buy	3,891 +6	+0.2%	+$439	0.13%	93
2014 Q1	$301K	Buy	3,885 +1,471	+61%	+$107K	0.15%	86
2013 Q4	$180K	Buy	2,414 +543	+29%	+$38.8K	0.1%	98
2013 Q3	$121K	Buy	1,871 +1,506	+413%	+$89.7K	0.07%	115
2013 Q2	$20K	Buy	+365	New	+$20K	0.01%	245

Other funds holding WDFC

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Gary Goldberg Planning Services's WDFC Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its WD-40 (WDFC) stake by 36% in Q4 2014, selling an estimated $78.3K and leaving 1,835 shares worth $156K. The position accounts for 0.07% of the portfolio, ranked #115.

Gary Goldberg Planning Services first reported a position in WDFC in Q2 2013 and has held it in 7 quarters since. The position peaked at $301K in Q1 2014. 169 funds tracked by Wall St. Rank hold WDFC as of Q4 2014.

Gary Goldberg Planning Services held 1,835 shares of WD-40 worth $156K as of Q4 2014.
Gary Goldberg Planning Services sold 1,030 WD-40 shares in Q4 2014, an estimated $78.3K.
WD-40 made up 0.07% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #115 holding.
Gary Goldberg Planning Services first reported a position in WD-40 in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's WD-40 position peaked at $301K in Q1 2014.
169 funds tracked by Wall St. Rank held WD-40 as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.