IBEX Wealth Advisors’s WD-40 WDFC Stock Holding History

IBEX Wealth 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
2017 Q1	–	Sell	-43	Closed	-$4K	–	397
2016 Q4	$4K	Buy	+43	New	+$4.72K	﹤0.01%	405

Other funds holding WDFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IBEX Wealth Advisors's WDFC Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of WD-40 (WDFC) in Q1 2017, closing a stake of 43 shares — an estimated $4K sold.

IBEX Wealth Advisors first reported a position in WDFC in Q4 2016 and held it in 1 quarter. The position peaked at $4K in Q4 2016. 212 funds tracked by Wall St. Rank hold WDFC as of Q1 2017.

IBEX Wealth Advisors reported no remaining WD-40 position as of Q1 2017 after selling out during the quarter.
IBEX Wealth Advisors sold 43 WD-40 shares in Q1 2017, an estimated $4K.
IBEX Wealth Advisors first reported a position in WD-40 in Q4 2016 and held it in 1 quarter.
IBEX Wealth Advisors's WD-40 position peaked at $4K in Q4 2016.
212 funds tracked by Wall St. Rank held WD-40 as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.