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BRC Investment Management’s WaFd WAFD Stock Holding History

BRC 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
2016
Q1 		– Sell
-31,304
Closed -$746K – 145
2015
Q4 		$746K Buy
+31,304
New +$771K 0.11% 69
2014
Q1 		– Sell
-21,625
Closed -$504K – 174
2013
Q4 		$504K Buy
21,625
+152
+0.7% +$3.45K 0.08% 98
2013
Q3 		$444K Buy
+21,473
New +$456K 0.07% 115

Other funds holding WAFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BRC Investment Management's WAFD Position: Q1 2016 in Review

BRC Investment Management sold out of WaFd (WAFD) in Q1 2016, closing a stake of 31,304 shares — an estimated $746K sold.

BRC Investment Management first reported a position in WAFD in Q3 2013 and held it in 3 quarters. The position peaked at $746K in Q4 2015. 202 funds tracked by Wall St. Rank hold WAFD as of Q1 2016.

  • BRC Investment Management reported no remaining WaFd position as of Q1 2016 after selling out during the quarter.
  • BRC Investment Management sold 31,304 WaFd shares in Q1 2016, an estimated $746K.
  • BRC Investment Management first reported a position in WaFd in Q3 2013 and held it in 3 quarters.
  • BRC Investment Management's WaFd position peaked at $746K in Q4 2015.
  • 202 funds tracked by Wall St. Rank held WaFd as of Q1 2016.

Based on BRC Investment Management's 13F filing for Q1 2016, filed 26 Apr 2016.