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Boston Trust Walden’s WaFd WAFD Stock Holding History

Boston Trust Walden’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
2020
Q1 		– Sell
-339,277
Closed -$12.4M – 381
2019
Q4 		$12.4M Buy
339,277
+6,036
+2% +$222K 0.14% 193
2019
Q3 		$12.3M Buy
333,241
+2,182
+0.7% +$77.9K 0.16% 186
2019
Q2 		$11.6M Sell
331,059
-4,970
-1% -$161K 0.15% 180
2019
Q1 		$9.71M Buy
336,029
+22,333
+7% +$657K 0.13% 194
2018
Q4 		$8.38M Sell
313,696
-33,527
-10% -$941K 0.13% 191
2018
Q3 		$11.1M Sell
347,223
-20,326
-6% -$684K 0.15% 177
2018
Q2 		$12M Sell
367,549
-10,167
-3% -$334K 0.18% 168
2018
Q1 		$13.1M Sell
377,716
-26,854
-7% -$953K 0.2% 142
2017
Q4 		$13.9M Sell
404,570
-9,868
-2% -$339K 0.2% 146
2017
Q3 		$13.9M Sell
414,438
-4,252
-1% -$138K 0.22% 141
2017
Q2 		$13.9M Sell
418,690
-121,212
-22% -$4.02M 0.22% 134
2017
Q1 		$17.9M Sell
539,902
-26,978
-5% -$904K 0.28% 128
2016
Q4 		$19.5M Buy
+566,880
New +$17.3M 0.31% 129

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boston Trust Walden's WAFD Position: Q1 2020 in Review

Boston Trust Walden sold out of WaFd (WAFD) in Q1 2020, closing a stake of 339,277 shares — an estimated $12.4M sold.

Boston Trust Walden first reported a position in WAFD in Q4 2016 and held it in 13 quarters. The position peaked at $19.5M in Q4 2016. 226 funds tracked by Wall St. Rank hold WAFD as of Q1 2020.

  • Boston Trust Walden reported no remaining WaFd position as of Q1 2020 after selling out during the quarter.
  • Boston Trust Walden sold 339,277 WaFd shares in Q1 2020, an estimated $12.4M.
  • Boston Trust Walden first reported a position in WaFd in Q4 2016 and held it in 13 quarters.
  • Boston Trust Walden's WaFd position peaked at $19.5M in Q4 2016.
  • 226 funds tracked by Wall St. Rank held WaFd as of Q1 2020.

Based on Boston Trust Walden's 13F filing for Q1 2020, filed 21 Apr 2020.