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United Capital Financial Advisors’s WD-40 WDFC Stock Holding History

United Capital 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
2017
Q4 		– Sell
-2,469
Closed -$276K – 1362
2017
Q3 		$276K Buy
2,469
+195
+9% +$21K ﹤0.01% 1140
2017
Q2 		$251K Sell
2,274
-69
-3% -$7.34K ﹤0.01% 1134
2017
Q1 		$255K Sell
2,343
-286
-11% -$31.1K ﹤0.01% 1103
2016
Q4 		$307K Buy
2,629
+37
+1% +$4.06K ﹤0.01% 1045
2016
Q3 		$291K Sell
2,592
-280
-10% -$32.7K ﹤0.01% 1085
2016
Q2 		$336K Buy
+2,872
New +$311K ﹤0.01% 1008

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
RP
Regal Partners Sydney, NSW, Australia $1.84B AUM 54.78% 1-Year Est. Return

United Capital Financial Advisors's WDFC Position: Q4 2017 in Review

United Capital Financial Advisors sold out of WD-40 (WDFC) in Q4 2017, closing a stake of 2,469 shares — an estimated $276K sold.

United Capital Financial Advisors first reported a position in WDFC in Q2 2016 and held it in 6 quarters. The position peaked at $336K in Q2 2016. 228 funds tracked by Wall St. Rank hold WDFC as of Q4 2017.

  • United Capital Financial Advisors reported no remaining WD-40 position as of Q4 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 2,469 WD-40 shares in Q4 2017, an estimated $276K.
  • United Capital Financial Advisors first reported a position in WD-40 in Q2 2016 and held it in 6 quarters.
  • United Capital Financial Advisors's WD-40 position peaked at $336K in Q2 2016.
  • 228 funds tracked by Wall St. Rank held WD-40 as of Q4 2017.

Based on United Capital Financial Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.