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Joel Isaacson & Co’s WD-40 WDFC Stock Holding History

Joel Isaacson & Co’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
-60
Closed -$7K – 531
2016
Q4 		$7K Hold
60
– – ﹤0.01% 544
2016
Q3 		$7K Hold
60
– – ﹤0.01% 589
2016
Q2 		$7K Hold
60
– – ﹤0.01% 582
2016
Q1 		$6K Buy
+60
New +$6.2K ﹤0.01% 640

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
Neuberger Berman Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Joel Isaacson & Co's WDFC Position: Q1 2017 in Review

Joel Isaacson & Co sold out of WD-40 (WDFC) in Q1 2017, closing a stake of 60 shares — an estimated $7K sold.

Joel Isaacson & Co first reported a position in WDFC in Q1 2016 and held it in 4 quarters. The position peaked at $7K in Q4 2016. 212 funds tracked by Wall St. Rank hold WDFC as of Q1 2017.

  • Joel Isaacson & Co reported no remaining WD-40 position as of Q1 2017 after selling out during the quarter.
  • Joel Isaacson & Co sold 60 WD-40 shares in Q1 2017, an estimated $7K.
  • Joel Isaacson & Co first reported a position in WD-40 in Q1 2016 and held it in 4 quarters.
  • Joel Isaacson & Co's WD-40 position peaked at $7K in Q4 2016.
  • 212 funds tracked by Wall St. Rank held WD-40 as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.