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Reilly Financial Advisors’s WD-40 WDFC Stock Holding History

Reilly Financial 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
2014
Q2 		– Sell
-100
Closed -$8K – 883
2014
Q1 		$8K Hold
100
– – ﹤0.01% 597
2013
Q4 		$7K Hold
100
– – ﹤0.01% 608
2013
Q3 		$6K Hold
100
– – ﹤0.01% 572
2013
Q2 		$6K Buy
+100
New +$5.49K ﹤0.01% 595

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Reilly Financial Advisors's WDFC Position: Q2 2014 in Review

Reilly Financial Advisors sold out of WD-40 (WDFC) in Q2 2014, closing a stake of 100 shares — an estimated $8K sold.

Reilly Financial Advisors first reported a position in WDFC in Q2 2013 and held it in 4 quarters. The position peaked at $8K in Q1 2014. 170 funds tracked by Wall St. Rank hold WDFC as of Q2 2014.

  • Reilly Financial Advisors reported no remaining WD-40 position as of Q2 2014 after selling out during the quarter.
  • Reilly Financial Advisors sold 100 WD-40 shares in Q2 2014, an estimated $8K.
  • Reilly Financial Advisors first reported a position in WD-40 in Q2 2013 and held it in 4 quarters.
  • Reilly Financial Advisors's WD-40 position peaked at $8K in Q1 2014.
  • 170 funds tracked by Wall St. Rank held WD-40 as of Q2 2014.

Based on Reilly Financial Advisors's 13F filing for Q2 2014, filed 16 Jul 2014.