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Archford Capital Strategies’s WaFd WAFD Stock Holding History

Archford Capital Strategies’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
2014
Q3 		– Sell
-404
Closed -$9.06K – 820
2014
Q2 		$9.06K Hold
404
– – 0.01% 419
2014
Q1 		$9.41K Buy
+404
New +$9.17K 0.01% 431

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Archford Capital Strategies's WAFD Position: Q3 2014 in Review

Archford Capital Strategies sold out of WaFd (WAFD) in Q3 2014, closing a stake of 404 shares — an estimated $9.06K sold.

Archford Capital Strategies first reported a position in WAFD in Q1 2014 and held it in 2 quarters. The position peaked at $9.41K in Q1 2014. 184 funds tracked by Wall St. Rank hold WAFD as of Q3 2014.

  • Archford Capital Strategies reported no remaining WaFd position as of Q3 2014 after selling out during the quarter.
  • Archford Capital Strategies sold 404 WaFd shares in Q3 2014, an estimated $9.06K.
  • Archford Capital Strategies first reported a position in WaFd in Q1 2014 and held it in 2 quarters.
  • Archford Capital Strategies's WaFd position peaked at $9.41K in Q1 2014.
  • 184 funds tracked by Wall St. Rank held WaFd as of Q3 2014.

Based on Archford Capital Strategies's 13F filing for Q3 2014, filed 16 Oct 2014.