ACI
WAFD icon

Advance Capital I’s WaFd WAFD Stock Holding History

Advance Capital I’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
2013
Q4 		– Sell
-16,100
Closed -$333K – 350
2013
Q3 		$333K Buy
16,100
+5,800
+56% +$123K 0.17% 267
2013
Q2 		$194K Buy
+10,300
New +$177K 0.1% 333

Other funds holding WAFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Advance Capital I's WAFD Position: Q4 2013 in Review

Advance Capital I sold out of WaFd (WAFD) in Q4 2013, closing a stake of 16,100 shares — an estimated $333K sold.

Advance Capital I first reported a position in WAFD in Q2 2013 and held it in 2 quarters. The position peaked at $333K in Q3 2013. 210 funds tracked by Wall St. Rank hold WAFD as of Q4 2013.

  • Advance Capital I reported no remaining WaFd position as of Q4 2013 after selling out during the quarter.
  • Advance Capital I sold 16,100 WaFd shares in Q4 2013, an estimated $333K.
  • Advance Capital I first reported a position in WaFd in Q2 2013 and held it in 2 quarters.
  • Advance Capital I's WaFd position peaked at $333K in Q3 2013.
  • 210 funds tracked by Wall St. Rank held WaFd as of Q4 2013.

Based on Advance Capital I's 13F filing for Q4 2013, filed 6 Feb 2014.