WESPAC Advisors SoCal’s WD-40 WDFC Stock Holding History

WESPAC Advisors SoCal’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
2019 Q2	–	Sell	-36	Closed	-$6K	–	313
2019 Q1	$6K	Hold	36	–	–	﹤0.01%	278
2018 Q4	$6K	Buy	+36	New	+$6.1K	﹤0.01%	279

Other funds holding WDFC

BlackRock New York $5.72T AUM 30.48% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

WESPAC Advisors SoCal's WDFC Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of WD-40 (WDFC) in Q2 2019, closing a stake of 36 shares — an estimated $6K sold.

WESPAC Advisors SoCal first reported a position in WDFC in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q1 2019. 278 funds tracked by Wall St. Rank hold WDFC as of Q2 2019.

WESPAC Advisors SoCal reported no remaining WD-40 position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 36 WD-40 shares in Q2 2019, an estimated $6K.
WESPAC Advisors SoCal first reported a position in WD-40 in Q4 2018 and held it in 2 quarters.
WESPAC Advisors SoCal's WD-40 position peaked at $6K in Q1 2019.
278 funds tracked by Wall St. Rank held WD-40 as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.