Lee Financial’s WD-40 WDFC Stock Holding History

Lee Financial’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 Q4	–	Sell	-150	Closed	-$17K	–	508
2017 Q3	$17K	Hold	150	–	–	0.01%	258
2017 Q2	$17K	Hold	150	–	–	0.01%	261
2017 Q1	$16K	Hold	150	–	–	0.01%	231
2016 Q4	$18K	Buy	+150	New	+$16.5K	0.01%	233

Other funds holding WDFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Regal Partners Sydney, NSW, Australia $1.84B AUM 54.78% 1-Year Est. Return

Lee Financial's WDFC Position: Q4 2017 in Review

Lee Financial sold out of WD-40 (WDFC) in Q4 2017, closing a stake of 150 shares — an estimated $17K sold.

Lee Financial first reported a position in WDFC in Q4 2016 and held it in 4 quarters. The position peaked at $18K in Q4 2016. 228 funds tracked by Wall St. Rank hold WDFC as of Q4 2017.

Lee Financial reported no remaining WD-40 position as of Q4 2017 after selling out during the quarter.
Lee Financial sold 150 WD-40 shares in Q4 2017, an estimated $17K.
Lee Financial first reported a position in WD-40 in Q4 2016 and held it in 4 quarters.
Lee Financial's WD-40 position peaked at $18K in Q4 2016.
228 funds tracked by Wall St. Rank held WD-40 as of Q4 2017.

Based on Lee Financial's 13F filing for Q4 2017, filed 9 Feb 2018.