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New England Asset Management’s WD-40 WDFC Stock Holding History

New England Asset Management’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
2018
Q4 		– Sell
-1,747
Closed -$301K – 224
2018
Q3 		$301K Hold
1,747
– – 0.01% 169
2018
Q2 		$255K Buy
+1,747
New +$241K ﹤0.01% 172

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Regal Partners Sydney, NSW, Australia $1.84B AUM 54.78% 1-Year Est. Return

New England Asset Management's WDFC Position: Q4 2018 in Review

New England Asset Management sold out of WD-40 (WDFC) in Q4 2018, closing a stake of 1,747 shares — an estimated $301K sold.

New England Asset Management first reported a position in WDFC in Q2 2018 and held it in 2 quarters. The position peaked at $301K in Q3 2018. 300 funds tracked by Wall St. Rank hold WDFC as of Q4 2018.

  • New England Asset Management reported no remaining WD-40 position as of Q4 2018 after selling out during the quarter.
  • New England Asset Management sold 1,747 WD-40 shares in Q4 2018, an estimated $301K.
  • New England Asset Management first reported a position in WD-40 in Q2 2018 and held it in 2 quarters.
  • New England Asset Management's WD-40 position peaked at $301K in Q3 2018.
  • 300 funds tracked by Wall St. Rank held WD-40 as of Q4 2018.

Based on New England Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.