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Boston Advisors’s WaFd WAFD Stock Holding History

Boston Advisors’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
Q3 		$2.65M Buy
71,659
+24,370
+52% +$870K 0.14% 202
2019
Q2 		$1.65M Sell
47,289
-304
-0.6% -$9.83K 0.09% 249
2019
Q1 		$1.38M Buy
47,593
+546
+1% +$16.1K 0.07% 287
2018
Q4 		$1.26M Sell
47,047
-151,724
-76% -$4.26M 0.07% 274
2018
Q3 		$6.36M Buy
198,771
+1,717
+0.9% +$57.8K 0.28% 104
2018
Q2 		$6.44M Buy
197,054
+20,745
+12% +$682K 0.16% 133
2018
Q1 		$6.1M Buy
176,309
+9,434
+6% +$335K 0.16% 138
2017
Q4 		$5.71M Sell
166,875
-11,150
-6% -$383K 0.12% 192
2017
Q3 		$5.99M Sell
178,025
-44,990
-20% -$1.46M 0.14% 187
2017
Q2 		$7.4M Sell
223,015
-13,490
-6% -$447K 0.17% 158
2017
Q1 		$7.83M Sell
236,505
-3,190
-1% -$107K 0.18% 157
2016
Q4 		$8.23M Sell
239,695
-24,990
-9% -$764K 0.2% 152
2016
Q3 		$7.06M Sell
264,685
-32,625
-11% -$837K 0.17% 151
2016
Q2 		$7.21M Sell
297,310
-400
-0.1% -$9.61K 0.18% 153
2016
Q1 		$6.74M Buy
+297,710
New +$6.45M 0.17% 153

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boston Advisors's WAFD Position: Q3 2019 in Review

Boston Advisors increased its WaFd (WAFD) stake by 52% in Q3 2019, buying an estimated $870K and bringing the position to 71,659 shares worth $2.65M. The position accounts for 0.14% of the portfolio, ranked #202.

Boston Advisors first reported a position in WAFD in Q1 2016 and has held it in 15 quarters since. The position peaked at $8.23M in Q4 2016. 237 funds tracked by Wall St. Rank hold WAFD as of Q3 2019.

  • Boston Advisors held 71,659 shares of WaFd worth $2.65M as of Q3 2019.
  • Boston Advisors bought 24,370 WaFd shares in Q3 2019, an estimated $870K.
  • WaFd made up 0.14% of Boston Advisors's portfolio in Q3 2019, its #202 holding.
  • Boston Advisors first reported a position in WaFd in Q1 2016 and has held it in 15 quarters since.
  • Boston Advisors's WaFd position peaked at $8.23M in Q4 2016.
  • 237 funds tracked by Wall St. Rank held WaFd as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.