WFG Advisors’s WD-40 WDFC Stock Holding History

WFG 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 Q2	–	Sell	-300	Closed	-$33K	–	1681
2017 Q1	$33K	Hold	300	–	–	0.01%	772
2016 Q4	$35K	Hold	300	–	–	0.01%	805
2016 Q3	$34K	Hold	300	–	–	0.01%	802
2016 Q2	$35K	Hold	300	–	–	0.01%	792
2016 Q1	$32K	Hold	300	–	–	0.01%	781
2015 Q4	$30K	Hold	300	–	–	0.01%	801
2015 Q3	$27K	Hold	300	–	–	0.01%	813
2015 Q2	$26K	Sell	300 -11	-4%	-$932	0.01%	904
2015 Q1	$28K	Hold	311	–	–	0.01%	906
2014 Q4	$26K	Hold	311	–	–	0.01%	1136
2014 Q3	$21K	Buy	311 +11	+4%	+$763	﹤0.01%	1269
2014 Q2	$23K	Hold	300	–	–	﹤0.01%	1224
2014 Q1	$23K	Hold	300	–	–	﹤0.01%	1205
2013 Q4	$22K	Hold	300	–	–	﹤0.01%	1319
2013 Q3	$19K	Hold	300	–	–	﹤0.01%	1305
2013 Q2	$16K	Buy	+300	New	+$16.5K	﹤0.01%	1300

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

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

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

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

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

WFG Advisors's WDFC Position: Q2 2017 in Review

WFG Advisors sold out of WD-40 (WDFC) in Q2 2017, closing a stake of 300 shares — an estimated $33K sold.

WFG Advisors first reported a position in WDFC in Q2 2013 and held it in 16 quarters. The position peaked at $35K in Q4 2016. 215 funds tracked by Wall St. Rank hold WDFC as of Q2 2017.

WFG Advisors reported no remaining WD-40 position as of Q2 2017 after selling out during the quarter.
WFG Advisors sold 300 WD-40 shares in Q2 2017, an estimated $33K.
WFG Advisors first reported a position in WD-40 in Q2 2013 and held it in 16 quarters.
WFG Advisors's WD-40 position peaked at $35K in Q4 2016.
215 funds tracked by Wall St. Rank held WD-40 as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.