AR
WAFDW

Advisory Research’s Washington Federal, Inc. WAFDW Stock Holding History

Advisory Research’s Portfolio WAFDW Stock Details WAFDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-4,000
Closed -$28K – 790
2014
Q1 		$28K Buy
+4,000
New +$29.1K ﹤0.01% 772

Other funds holding WAFDW

KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
JCP
Jabre Capital Partners Geneva, Switzerland $87.8M AUM 5.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
APU
Alpine Partners USVI St. Thomas, U.S. Virgin Islands $30.1M AUM
CCA
Castle Creek Arbitrage Avon, Colorado $425M AUM 7.4% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Advisory Research's WAFDW Position: Q2 2014 in Review

Advisory Research sold out of Washington Federal, Inc. (WAFDW) in Q2 2014, closing a stake of 4,000 shares — an estimated $28K sold.

Advisory Research first reported a position in WAFDW in Q1 2014 and held it in 1 quarter. The position peaked at $28K in Q1 2014. 10 funds tracked by Wall St. Rank hold WAFDW as of Q2 2014.

  • Advisory Research reported no remaining Washington Federal, Inc. position as of Q2 2014 after selling out during the quarter.
  • Advisory Research sold 4,000 Washington Federal, Inc. shares in Q2 2014, an estimated $28K.
  • Advisory Research first reported a position in Washington Federal, Inc. in Q1 2014 and held it in 1 quarter.
  • Advisory Research's Washington Federal, Inc. position peaked at $28K in Q1 2014.
  • 10 funds tracked by Wall St. Rank held Washington Federal, Inc. as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.