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Stevens Capital Management’s WD-40 WDFC Stock Holding History

Stevens Capital 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
2016
Q4 		– Sell
-2,114
Closed -$238K – 1136
2016
Q3 		$238K Buy
+2,114
New +$247K 0.01% 769

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BFA
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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

Stevens Capital Management's WDFC Position: Q4 2016 in Review

Stevens Capital Management sold out of WD-40 (WDFC) in Q4 2016, closing a stake of 2,114 shares — an estimated $238K sold.

Stevens Capital Management first reported a position in WDFC in Q3 2016 and held it in 1 quarter. The position peaked at $238K in Q3 2016. 220 funds tracked by Wall St. Rank hold WDFC as of Q4 2016.

  • Stevens Capital Management reported no remaining WD-40 position as of Q4 2016 after selling out during the quarter.
  • Stevens Capital Management sold 2,114 WD-40 shares in Q4 2016, an estimated $238K.
  • Stevens Capital Management first reported a position in WD-40 in Q3 2016 and held it in 1 quarter.
  • Stevens Capital Management's WD-40 position peaked at $238K in Q3 2016.
  • 220 funds tracked by Wall St. Rank held WD-40 as of Q4 2016.

Based on Stevens Capital Management's 13F filing for Q4 2016, filed 7 Feb 2017.