Baird’s WaFd WAFD Stock Holding History

Baird’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
2015 Q1	$28.8M	Buy	1,322,024 +54,842	+4%	+$1.16M	0.29%	97
2014 Q4	$28.1M	Buy	+1,267,182	New	+$27.1M	0.3%	110

Other funds holding WAFD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

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

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

PIM

Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

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

Baird's WAFD Position: Q1 2015 in Review

Baird increased its WaFd (WAFD) stake by 4.3% in Q1 2015, buying an estimated $1.16M and bringing the position to 1,322,024 shares worth $28.8M. The position accounts for 0.29% of the portfolio, ranked #97.

Baird first reported a position in WAFD in Q4 2014 and has held it in 2 quarters since. 187 funds tracked by Wall St. Rank hold WAFD as of Q1 2015.

Baird held 1,322,024 shares of WaFd worth $28.8M as of Q1 2015.
Baird bought 54,842 WaFd shares in Q1 2015, an estimated $1.16M.
WaFd made up 0.29% of Baird's portfolio in Q1 2015, its #97 holding.
Baird first reported a position in WaFd in Q4 2014 and has held it in 2 quarters since.
187 funds tracked by Wall St. Rank held WaFd as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.