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

Telos 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
Q1 		– Sell
-2,000
Closed -$236K – 153
2017
Q4 		$236K Hold
2,000
– – 0.08% 138
2017
Q3 		$224K Sell
2,000
-160
-7% -$17.3K 0.09% 132
2017
Q2 		$238K Sell
2,160
-25
-1% -$2.66K 0.1% 131
2017
Q1 		$238K Sell
2,185
-175
-7% -$19K 0.1% 130
2016
Q4 		$276K Buy
+2,360
New +$259K 0.12% 121

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
RP
Regal Partners Sydney, NSW, Australia $1.84B AUM 54.78% 1-Year Est. Return

Telos Capital Management's WDFC Position: Q1 2018 in Review

Telos Capital Management sold out of WD-40 (WDFC) in Q1 2018, closing a stake of 2,000 shares — an estimated $236K sold.

Telos Capital Management first reported a position in WDFC in Q4 2016 and held it in 5 quarters. The position peaked at $276K in Q4 2016. 233 funds tracked by Wall St. Rank hold WDFC as of Q1 2018.

  • Telos Capital Management reported no remaining WD-40 position as of Q1 2018 after selling out during the quarter.
  • Telos Capital Management sold 2,000 WD-40 shares in Q1 2018, an estimated $236K.
  • Telos Capital Management first reported a position in WD-40 in Q4 2016 and held it in 5 quarters.
  • Telos Capital Management's WD-40 position peaked at $276K in Q4 2016.
  • 233 funds tracked by Wall St. Rank held WD-40 as of Q1 2018.

Based on Telos Capital Management's 13F filing for Q1 2018, filed 24 Apr 2018.