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BHZ Capital Management’s WaFd WAFD Stock Holding History

BHZ Capital Management’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
2019
Q1 		– Sell
-75,213
Closed -$2.01M – 148
2018
Q4 		$2.01M Buy
75,213
+31,373
+72% +$881K 0.53% 52
2018
Q3 		$1.4M Hold
43,840
– – 0.35% 76
2018
Q2 		$1.43M Buy
+43,840
New +$1.44M 0.41% 64

Other funds holding WAFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BHZ Capital Management's WAFD Position: Q1 2019 in Review

BHZ Capital Management sold out of WaFd (WAFD) in Q1 2019, closing a stake of 75,213 shares — an estimated $2.01M sold.

BHZ Capital Management first reported a position in WAFD in Q2 2018 and held it in 3 quarters. The position peaked at $2.01M in Q4 2018. 225 funds tracked by Wall St. Rank hold WAFD as of Q1 2019.

  • BHZ Capital Management reported no remaining WaFd position as of Q1 2019 after selling out during the quarter.
  • BHZ Capital Management sold 75,213 WaFd shares in Q1 2019, an estimated $2.01M.
  • BHZ Capital Management first reported a position in WaFd in Q2 2018 and held it in 3 quarters.
  • BHZ Capital Management's WaFd position peaked at $2.01M in Q4 2018.
  • 225 funds tracked by Wall St. Rank held WaFd as of Q1 2019.

Based on BHZ Capital Management's 13F filing for Q1 2019, filed 10 May 2019.