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Oppenheimer & Co’s WD-40 WDFC Stock Holding History

Oppenheimer & Co’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
-17,092
Closed -$1.92M – 1349
2016
Q3 		$1.92M Sell
17,092
-1,037
-6% -$121K 0.06% 380
2016
Q2 		$2.13M Sell
18,129
-9,052
-33% -$982K 0.06% 351
2016
Q1 		$2.94M Sell
27,181
-1,104
-4% -$114K 0.09% 257
2015
Q4 		$2.79M Buy
+28,285
New +$2.75M 0.08% 273

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
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

Oppenheimer & Co's WDFC Position: Q4 2016 in Review

Oppenheimer & Co sold out of WD-40 (WDFC) in Q4 2016, closing a stake of 17,092 shares — an estimated $1.92M sold.

Oppenheimer & Co first reported a position in WDFC in Q4 2015 and held it in 4 quarters. The position peaked at $2.94M in Q1 2016. 220 funds tracked by Wall St. Rank hold WDFC as of Q4 2016.

  • Oppenheimer & Co reported no remaining WD-40 position as of Q4 2016 after selling out during the quarter.
  • Oppenheimer & Co sold 17,092 WD-40 shares in Q4 2016, an estimated $1.92M.
  • Oppenheimer & Co first reported a position in WD-40 in Q4 2015 and held it in 4 quarters.
  • Oppenheimer & Co's WD-40 position peaked at $2.94M in Q1 2016.
  • 220 funds tracked by Wall St. Rank held WD-40 as of Q4 2016.

Based on Oppenheimer & Co's 13F filing for Q4 2016, filed 2 Feb 2017.