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Independent Portfolio Consultants’s WD-40 WDFC Stock Holding History

Independent Portfolio Consultants’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
Q3 		– Sell
-2,125
Closed -$160K – 950
2014
Q2 		$160K Buy
+2,125
New +$155K 0.04% 475

Other funds holding WDFC

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Dimensional Fund Advisors
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Independent Portfolio Consultants's WDFC Position: Q3 2014 in Review

Independent Portfolio Consultants sold out of WD-40 (WDFC) in Q3 2014, closing a stake of 2,125 shares — an estimated $160K sold.

Independent Portfolio Consultants first reported a position in WDFC in Q2 2014 and held it in 1 quarter. The position peaked at $160K in Q2 2014. 163 funds tracked by Wall St. Rank hold WDFC as of Q3 2014.

  • Independent Portfolio Consultants reported no remaining WD-40 position as of Q3 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 2,125 WD-40 shares in Q3 2014, an estimated $160K.
  • Independent Portfolio Consultants first reported a position in WD-40 in Q2 2014 and held it in 1 quarter.
  • Independent Portfolio Consultants's WD-40 position peaked at $160K in Q2 2014.
  • 163 funds tracked by Wall St. Rank held WD-40 as of Q3 2014.

Based on Independent Portfolio Consultants's 13F filing for Q3 2014, filed 14 Nov 2014.