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MYCIO Wealth Partners’s WD-40 WDFC Stock Holding History

MYCIO Wealth Partners’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
2016
Q4 		– Sell
-100
Closed -$11K – 664
2016
Q3 		$11K Hold
100
– – ﹤0.01% 560
2016
Q2 		$12K Hold
100
– – ﹤0.01% 546
2016
Q1 		$11K Buy
+100
New +$10.3K ﹤0.01% 511

Other funds holding WDFC

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

MYCIO Wealth Partners's WDFC Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of WD-40 (WDFC) in Q4 2016, closing a stake of 100 shares — an estimated $11K sold.

MYCIO Wealth Partners first reported a position in WDFC in Q1 2016 and held it in 3 quarters. The position peaked at $12K in Q2 2016. 220 funds tracked by Wall St. Rank hold WDFC as of Q4 2016.

  • MYCIO Wealth Partners reported no remaining WD-40 position as of Q4 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 100 WD-40 shares in Q4 2016, an estimated $11K.
  • MYCIO Wealth Partners first reported a position in WD-40 in Q1 2016 and held it in 3 quarters.
  • MYCIO Wealth Partners's WD-40 position peaked at $12K in Q2 2016.
  • 220 funds tracked by Wall St. Rank held WD-40 as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.