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

Symons 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
2018
Q2 		– Sell
-2,735
Closed -$360K – 80
2018
Q1 		$360K Sell
2,735
-550
-17% -$69.4K 0.11% 46
2017
Q4 		$388K Sell
3,285
-625
-16% -$71.7K 0.11% 47
2017
Q3 		$438K Buy
+3,910
New +$422K 0.11% 53

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Symons Capital Management's WDFC Position: Q2 2018 in Review

Symons Capital Management sold out of WD-40 (WDFC) in Q2 2018, closing a stake of 2,735 shares — an estimated $360K sold.

Symons Capital Management first reported a position in WDFC in Q3 2017 and held it in 3 quarters. The position peaked at $438K in Q3 2017. 244 funds tracked by Wall St. Rank hold WDFC as of Q2 2018.

  • Symons Capital Management reported no remaining WD-40 position as of Q2 2018 after selling out during the quarter.
  • Symons Capital Management sold 2,735 WD-40 shares in Q2 2018, an estimated $360K.
  • Symons Capital Management first reported a position in WD-40 in Q3 2017 and held it in 3 quarters.
  • Symons Capital Management's WD-40 position peaked at $438K in Q3 2017.
  • 244 funds tracked by Wall St. Rank held WD-40 as of Q2 2018.

Based on Symons Capital Management's 13F filing for Q2 2018, filed 13 Aug 2018.