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Integrated Wealth Management (Palm Desert)’s WD-40 WDFC Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2015
Q2 		– Sell
-12
Closed -$1K – 1479
2015
Q1 		$1K Buy
+12
New +$1.01K ﹤0.01% 1227

Other funds holding WDFC

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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 & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s WDFC Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of WD-40 (WDFC) in Q2 2015, closing a stake of 12 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in WDFC in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 175 funds tracked by Wall St. Rank hold WDFC as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining WD-40 position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 12 WD-40 shares in Q2 2015, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in WD-40 in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s WD-40 position peaked at $1K in Q1 2015.
  • 175 funds tracked by Wall St. Rank held WD-40 as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.