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Next Financial Group’s WD-40 WDFC Stock Holding History

Next Financial Group’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
Q1 		– Sell
-50
Closed -$4K – 1882
2015
Q4 		$4K Hold
50
– – ﹤0.01% 1473
2015
Q3 		$4K Hold
50
– – ﹤0.01% 1504
2015
Q2 		$4K Sell
50
-14
-22% -$1.19K ﹤0.01% 1554
2015
Q1 		$5K Hold
64
– – ﹤0.01% 1498
2014
Q4 		$5K Hold
64
– – ﹤0.01% 1516
2014
Q3 		$4K Buy
+64
New +$4.44K ﹤0.01% 2173

Other funds holding WDFC

Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Next Financial Group's WDFC Position: Q1 2016 in Review

Next Financial Group sold out of WD-40 (WDFC) in Q1 2016, closing a stake of 50 shares — an estimated $4K sold.

Next Financial Group first reported a position in WDFC in Q3 2014 and held it in 6 quarters. The position peaked at $5K in Q1 2015. 207 funds tracked by Wall St. Rank hold WDFC as of Q1 2016.

  • Next Financial Group reported no remaining WD-40 position as of Q1 2016 after selling out during the quarter.
  • Next Financial Group sold 50 WD-40 shares in Q1 2016, an estimated $4K.
  • Next Financial Group first reported a position in WD-40 in Q3 2014 and held it in 6 quarters.
  • Next Financial Group's WD-40 position peaked at $5K in Q1 2015.
  • 207 funds tracked by Wall St. Rank held WD-40 as of Q1 2016.

Based on Next Financial Group's 13F filing for Q1 2016, filed 20 Apr 2016.