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Integrated Wealth Counsel’s WD-40 WDFC Stock Holding History

Integrated Wealth Counsel’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
2016
Q4 		$117K Hold
1,000
– – 0.25% 45
2016
Q3 		$112K Buy
+1,000
New +$117K 0.24% 43

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Integrated Wealth Counsel's WDFC Position: Q4 2016 in Review

Integrated Wealth Counsel held its WD-40 (WDFC) position steady in Q4 2016 at 1,000 shares worth $117K. The position accounts for 0.25% of the portfolio, ranked #45.

Integrated Wealth Counsel first reported a position in WDFC in Q3 2016 and has held it in 2 quarters since. 220 funds tracked by Wall St. Rank hold WDFC as of Q4 2016.

  • Integrated Wealth Counsel held 1,000 shares of WD-40 worth $117K as of Q4 2016.
  • Integrated Wealth Counsel left its WD-40 share count unchanged in Q4 2016.
  • WD-40 made up 0.25% of Integrated Wealth Counsel's portfolio in Q4 2016, its #45 holding.
  • Integrated Wealth Counsel first reported a position in WD-40 in Q3 2016 and has held it in 2 quarters since.
  • 220 funds tracked by Wall St. Rank held WD-40 as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.