Mosaic Family Wealth’s WD-40 WDFC Stock Holding History

Mosaic Family Wealth’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	-25	Closed	-$3K	–	931
2017 Q3	$3K	Buy	+25	New	+$2.7K	﹤0.01%	809

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

Mosaic Family Wealth's WDFC Position: Q4 2017 in Review

Mosaic Family Wealth sold out of WD-40 (WDFC) in Q4 2017, closing a stake of 25 shares — an estimated $3K sold.

Mosaic Family Wealth first reported a position in WDFC in Q3 2017 and held it in 1 quarter. The position peaked at $3K in Q3 2017. 228 funds tracked by Wall St. Rank hold WDFC as of Q4 2017.

Mosaic Family Wealth reported no remaining WD-40 position as of Q4 2017 after selling out during the quarter.
Mosaic Family Wealth sold 25 WD-40 shares in Q4 2017, an estimated $3K.
Mosaic Family Wealth first reported a position in WD-40 in Q3 2017 and held it in 1 quarter.
Mosaic Family Wealth's WD-40 position peaked at $3K in Q3 2017.
228 funds tracked by Wall St. Rank held WD-40 as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.