BIM
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Bogle Investment Management’s WaFd WAFD Stock Holding History

Bogle Investment 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
-20,645
Closed -$551K – 391
2018
Q4 		$551K Buy
+20,645
New +$580K 0.04% 276
2018
Q2 		– Sell
-12,047
Closed -$417K – 356
2018
Q1 		$417K Buy
+12,047
New +$428K 0.03% 272

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

Bogle Investment Management's WAFD Position: Q1 2019 in Review

Bogle Investment Management sold out of WaFd (WAFD) in Q1 2019, closing a stake of 20,645 shares — an estimated $551K sold.

Bogle Investment Management first reported a position in WAFD in Q1 2018 and held it in 2 quarters. The position peaked at $551K in Q4 2018. 225 funds tracked by Wall St. Rank hold WAFD as of Q1 2019.

  • Bogle Investment Management reported no remaining WaFd position as of Q1 2019 after selling out during the quarter.
  • Bogle Investment Management sold 20,645 WaFd shares in Q1 2019, an estimated $551K.
  • Bogle Investment Management first reported a position in WaFd in Q1 2018 and held it in 2 quarters.
  • Bogle Investment Management's WaFd position peaked at $551K in Q4 2018.
  • 225 funds tracked by Wall St. Rank held WaFd as of Q1 2019.

Based on Bogle Investment Management's 13F filing for Q1 2019, filed 13 May 2019.