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Optimum Investment Advisors’s WD-40 WDFC Stock Holding History

Optimum Investment Advisors’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
2019
Q2 		– Sell
-42
Closed -$7K – 1007
2019
Q1 		$7K Hold
42
– – ﹤0.01% 866
2018
Q4 		$8K Hold
42
– – ﹤0.01% 797
2018
Q3 		$7K Hold
42
– – ﹤0.01% 895
2018
Q2 		$6K Hold
42
– – ﹤0.01% 921
2018
Q1 		$6K Buy
+42
New +$5.3K ﹤0.01% 888

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RP
Regal Partners Sydney, NSW, Australia $1.84B AUM 54.78% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Optimum Investment Advisors's WDFC Position: Q2 2019 in Review

Optimum Investment Advisors sold out of WD-40 (WDFC) in Q2 2019, closing a stake of 42 shares — an estimated $7K sold.

Optimum Investment Advisors first reported a position in WDFC in Q1 2018 and held it in 5 quarters. The position peaked at $8K in Q4 2018. 278 funds tracked by Wall St. Rank hold WDFC as of Q2 2019.

  • Optimum Investment Advisors reported no remaining WD-40 position as of Q2 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 42 WD-40 shares in Q2 2019, an estimated $7K.
  • Optimum Investment Advisors first reported a position in WD-40 in Q1 2018 and held it in 5 quarters.
  • Optimum Investment Advisors's WD-40 position peaked at $8K in Q4 2018.
  • 278 funds tracked by Wall St. Rank held WD-40 as of Q2 2019.

Based on Optimum Investment Advisors's 13F filing for Q2 2019, filed 29 Jul 2019.