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JNBA Financial Advisors’s WD-40 WDFC Stock Holding History

JNBA Financial 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
2018
Q2 		– Sell
-176
Closed -$23K – 543
2018
Q1 		$23K Hold
176
– – ﹤0.01% 298
2017
Q4 		$21K Hold
176
– – ﹤0.01% 308
2017
Q3 		$20K Hold
176
– – ﹤0.01% 300
2017
Q2 		$19K Hold
176
– – ﹤0.01% 297
2017
Q1 		$19K Hold
176
– – ﹤0.01% 302
2016
Q4 		$21K Sell
176
-245
-58% -$26.9K 0.01% 291
2016
Q3 		$47K Buy
+421
New +$49.2K 0.01% 549

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

JNBA Financial Advisors's WDFC Position: Q2 2018 in Review

JNBA Financial Advisors sold out of WD-40 (WDFC) in Q2 2018, closing a stake of 176 shares — an estimated $23K sold.

JNBA Financial Advisors first reported a position in WDFC in Q3 2016 and held it in 7 quarters. The position peaked at $47K in Q3 2016. 244 funds tracked by Wall St. Rank hold WDFC as of Q2 2018.

  • JNBA Financial Advisors reported no remaining WD-40 position as of Q2 2018 after selling out during the quarter.
  • JNBA Financial Advisors sold 176 WD-40 shares in Q2 2018, an estimated $23K.
  • JNBA Financial Advisors first reported a position in WD-40 in Q3 2016 and held it in 7 quarters.
  • JNBA Financial Advisors's WD-40 position peaked at $47K in Q3 2016.
  • 244 funds tracked by Wall St. Rank held WD-40 as of Q2 2018.

Based on JNBA Financial Advisors's 13F filing for Q2 2018, filed 17 Jul 2018.