Summit Trail Advisors’s WD-40 WDFC Stock Holding History

Summit Trail 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
2018 Q1	–	Sell	-19	Closed	-$2K	–	1647
2017 Q4	$2K	Buy	+19	New	+$2.18K	﹤0.01%	1685

Other funds holding WDFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Regal Partners Sydney, NSW, Australia $1.84B AUM 54.78% 1-Year Est. Return

Summit Trail Advisors's WDFC Position: Q1 2018 in Review

Summit Trail Advisors sold out of WD-40 (WDFC) in Q1 2018, closing a stake of 19 shares — an estimated $2K sold.

Summit Trail Advisors first reported a position in WDFC in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 233 funds tracked by Wall St. Rank hold WDFC as of Q1 2018.

Summit Trail Advisors reported no remaining WD-40 position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 19 WD-40 shares in Q1 2018, an estimated $2K.
Summit Trail Advisors first reported a position in WD-40 in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's WD-40 position peaked at $2K in Q4 2017.
233 funds tracked by Wall St. Rank held WD-40 as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.