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Advisors Asset Management’s WaFd WAFD Stock Holding History

Advisors Asset 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
Q1 		– Sell
-2,081
Closed -$71K – 1764
2016
Q4 		$71K Sell
2,081
-100
-5% -$3.06K ﹤0.01% 1611
2016
Q3 		$58K Sell
2,181
-200
-8% -$5.13K ﹤0.01% 1649
2016
Q2 		$58K Hold
2,381
– – ﹤0.01% 1638
2016
Q1 		$54K Sell
2,381
-100
-4% -$2.17K ﹤0.01% 1605
2015
Q4 		$59K Sell
2,481
-100
-4% -$2.46K ﹤0.01% 1678
2015
Q3 		$59K Sell
2,581
-200
-7% -$4.58K ﹤0.01% 1660
2015
Q2 		$65K Sell
2,781
-100
-3% -$2.24K ﹤0.01% 1663
2015
Q1 		$63K Buy
2,881
+100
+4% +$2.11K ﹤0.01% 1655
2014
Q4 		$62K Sell
2,781
-100
-3% -$2.14K ﹤0.01% 1631
2014
Q3 		$59K Sell
2,881
-200
-6% -$4.28K ﹤0.01% 1594
2014
Q2 		$69K Sell
3,081
-100
-3% -$2.19K ﹤0.01% 1583
2014
Q1 		$74K Hold
3,181
– – ﹤0.01% 1537
2013
Q4 		$74K Hold
3,181
– – ﹤0.01% 1515
2013
Q3 		$66K Sell
3,181
-200
-6% -$4.25K ﹤0.01% 1512
2013
Q2 		$64K Buy
+3,381
New +$58.1K ﹤0.01% 1451

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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Advisors Asset Management's WAFD Position: Q1 2017 in Review

Advisors Asset Management sold out of WaFd (WAFD) in Q1 2017, closing a stake of 2,081 shares — an estimated $71K sold.

Advisors Asset Management first reported a position in WAFD in Q2 2013 and held it in 15 quarters. The position peaked at $74K in Q1 2014. 225 funds tracked by Wall St. Rank hold WAFD as of Q1 2017.

  • Advisors Asset Management reported no remaining WaFd position as of Q1 2017 after selling out during the quarter.
  • Advisors Asset Management sold 2,081 WaFd shares in Q1 2017, an estimated $71K.
  • Advisors Asset Management first reported a position in WaFd in Q2 2013 and held it in 15 quarters.
  • Advisors Asset Management's WaFd position peaked at $74K in Q1 2014.
  • 225 funds tracked by Wall St. Rank held WaFd as of Q1 2017.

Based on Advisors Asset Management's 13F filing for Q1 2017, filed 2 May 2017.