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Acrospire Investment Management’s WaFd WAFD Stock Holding History

Acrospire Investment Management’s Portfolio WAFD Stock Details WAFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-448
Closed -$15K – 1403
2017
Q2 		$15K Sell
448
-500
-53% -$16.6K 0.01% 1670
2017
Q1 		$31K Buy
+948
New +$31.8K 0.03% 1336
2016
Q4 		– Sell
-2,767
Closed -$74K – 2443
2016
Q3 		$74K Buy
2,767
+1,568
+131% +$40.2K 0.05% 782
2016
Q2 		$29K Sell
1,199
-800
-40% -$19.2K 0.02% 1404
2016
Q1 		$45K Buy
+1,999
New +$43.3K 0.03% 1045

Other funds holding WAFD

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Acrospire Investment Management's WAFD Position: Q3 2017 in Review

Acrospire Investment Management sold out of WaFd (WAFD) in Q3 2017, closing a stake of 448 shares — an estimated $15K sold.

Acrospire Investment Management first reported a position in WAFD in Q1 2016 and held it in 5 quarters. The position peaked at $74K in Q3 2016. 224 funds tracked by Wall St. Rank hold WAFD as of Q3 2017.

  • Acrospire Investment Management reported no remaining WaFd position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 448 WaFd shares in Q3 2017, an estimated $15K.
  • Acrospire Investment Management first reported a position in WaFd in Q1 2016 and held it in 5 quarters.
  • Acrospire Investment Management's WaFd position peaked at $74K in Q3 2016.
  • 224 funds tracked by Wall St. Rank held WaFd as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.