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Greenwich Wealth Management’s WD-40 WDFC Stock Holding History

Greenwich Wealth 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
2017
Q1 		– Sell
-2,790
Closed -$326K – 219
2016
Q4 		$326K Sell
2,790
-100
-3% -$11K 0.04% 149
2016
Q3 		$325K Sell
2,890
-260
-8% -$30.4K 0.06% 150
2016
Q2 		$370K Buy
+3,150
New +$342K 0.09% 135

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenwich Wealth Management's WDFC Position: Q1 2017 in Review

Greenwich Wealth Management sold out of WD-40 (WDFC) in Q1 2017, closing a stake of 2,790 shares — an estimated $326K sold.

Greenwich Wealth Management first reported a position in WDFC in Q2 2016 and held it in 3 quarters. The position peaked at $370K in Q2 2016. 212 funds tracked by Wall St. Rank hold WDFC as of Q1 2017.

  • Greenwich Wealth Management reported no remaining WD-40 position as of Q1 2017 after selling out during the quarter.
  • Greenwich Wealth Management sold 2,790 WD-40 shares in Q1 2017, an estimated $326K.
  • Greenwich Wealth Management first reported a position in WD-40 in Q2 2016 and held it in 3 quarters.
  • Greenwich Wealth Management's WD-40 position peaked at $370K in Q2 2016.
  • 212 funds tracked by Wall St. Rank held WD-40 as of Q1 2017.

Based on Greenwich Wealth Management's 13F filing for Q1 2017, filed 26 Apr 2017.