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Loring Wolcott & Coolidge Fiduciary Advisors’s WD-40 WDFC Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2017
Q3 		– Sell
-10
Closed -$1K – 911
2017
Q2 		$1K Buy
+10
New +$1.06K ﹤0.01% 633

Other funds holding WDFC

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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

Loring Wolcott & Coolidge Fiduciary Advisors's WDFC Position: Q3 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of WD-40 (WDFC) in Q3 2017, closing a stake of 10 shares — an estimated $1K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WDFC in Q2 2017 and held it in 1 quarter. The position peaked at $1K in Q2 2017. 214 funds tracked by Wall St. Rank hold WDFC as of Q3 2017.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining WD-40 position as of Q3 2017 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 10 WD-40 shares in Q3 2017, an estimated $1K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WD-40 in Q2 2017 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's WD-40 position peaked at $1K in Q2 2017.
  • 214 funds tracked by Wall St. Rank held WD-40 as of Q3 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2017, filed 27 Oct 2017.