AMP Capital Investors’s WaFd WAFD Stock Holding History

AMP Capital Investors’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
2020 Q1	–	Sell	-8,500	Closed	-$313K	–	1233
2019 Q4	$313K	Hold	8,500	–	–	﹤0.01%	1053
2019 Q3	$317K	Hold	8,500	–	–	﹤0.01%	1057
2019 Q2	$290K	Buy	+8,500	New	+$275K	﹤0.01%	1082
2019 Q1	–	Sell	-14,900	Closed	-$392K	–	1206
2018 Q4	$392K	Hold	14,900	–	–	﹤0.01%	992
2018 Q3	$475K	Hold	14,900	–	–	﹤0.01%	1003
2018 Q2	$487K	Buy	+14,900	New	+$490K	﹤0.01%	999
2015 Q4	–	Sell	-10,800	Closed	-$243K	–	1266
2015 Q3	$243K	Buy	10,800 +700	+7%	+$16K	﹤0.01%	1085
2015 Q2	$237K	Hold	10,100	–	–	﹤0.01%	1083
2015 Q1	$220K	Sell	10,100 -75	-0.7%	-$1.58K	﹤0.01%	1102
2014 Q4	$228K	Buy	+10,175	New	+$218K	﹤0.01%	1103
2014 Q3	–	Sell	-12,213	Closed	-$277K	–	1209
2014 Q2	$277K	Sell	12,213 -3,309	-21%	-$72.4K	﹤0.01%	1085
2014 Q1	$355K	Sell	15,522 -4,151	-21%	-$94.2K	﹤0.01%	1028
2013 Q4	$460K	Buy	+19,673	New	+$447K	﹤0.01%	1014

Other funds holding WAFD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AMP Capital Investors's WAFD Position: Q1 2020 in Review

AMP Capital Investors sold out of WaFd (WAFD) in Q1 2020, closing a stake of 8,500 shares — an estimated $313K sold.

AMP Capital Investors first reported a position in WAFD in Q4 2013 and held it in 13 quarters. The position peaked at $487K in Q2 2018. 226 funds tracked by Wall St. Rank hold WAFD as of Q1 2020.

AMP Capital Investors reported no remaining WaFd position as of Q1 2020 after selling out during the quarter.
AMP Capital Investors sold 8,500 WaFd shares in Q1 2020, an estimated $313K.
AMP Capital Investors first reported a position in WaFd in Q4 2013 and held it in 13 quarters.
AMP Capital Investors's WaFd position peaked at $487K in Q2 2018.
226 funds tracked by Wall St. Rank held WaFd as of Q1 2020.

Based on AMP Capital Investors's 13F filing for Q1 2020, filed 13 May 2020.