Axa
WAFD icon

Axa’s WaFd WAFD Stock Holding History

Axa’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
2016
Q3 		– Sell
-3,900
Closed -$95K – 1352
2016
Q2 		$95K Hold
3,900
– – ﹤0.01% 1251
2016
Q1 		$88K Sell
3,900
-14,100
-78% -$305K ﹤0.01% 1222
2015
Q4 		$429K Sell
18,000
-119,650
-87% -$2.95M ﹤0.01% 1058
2015
Q3 		$3.13M Sell
137,650
-3,261
-2% -$74.7K 0.01% 681
2015
Q2 		$3.29M Hold
140,911
– – 0.01% 677
2015
Q1 		$3.07M Buy
140,911
+78,940
+127% +$1.67M 0.01% 710
2014
Q4 		$1.37M Sell
61,971
-51,929
-46% -$1.11M 0.01% 895
2014
Q3 		$2.32M Buy
113,900
+2,400
+2% +$51.3K 0.01% 709
2014
Q2 		$2.5M Buy
111,500
+3,000
+3% +$65.6K 0.01% 719
2014
Q1 		$2.53M Buy
108,500
+86,400
+391% +$1.96M 0.01% 703
2013
Q4 		$515K Buy
+22,100
New +$502K ﹤0.01% 1058

Other funds holding WAFD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Axa's WAFD Position: Q3 2016 in Review

Axa sold out of WaFd (WAFD) in Q3 2016, closing a stake of 3,900 shares — an estimated $95K sold.

Axa first reported a position in WAFD in Q4 2013 and held it in 11 quarters. The position peaked at $3.29M in Q2 2015. 221 funds tracked by Wall St. Rank hold WAFD as of Q3 2016.

  • Axa reported no remaining WaFd position as of Q3 2016 after selling out during the quarter.
  • Axa sold 3,900 WaFd shares in Q3 2016, an estimated $95K.
  • Axa first reported a position in WaFd in Q4 2013 and held it in 11 quarters.
  • Axa's WaFd position peaked at $3.29M in Q2 2015.
  • 221 funds tracked by Wall St. Rank held WaFd as of Q3 2016.

Based on Axa's 13F filing for Q3 2016, filed 10 Nov 2016.