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C.M. Bidwell & Associates’s WaFd WAFD Stock Holding History

C.M. Bidwell & Associates’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
Q4 		– Sell
-6,940
Closed -$185K – 313
2016
Q3 		$185K Hold
6,940
– – 0.04% 173
2016
Q2 		$168K Buy
+6,940
New +$167K 0.04% 176

Other funds holding WAFD

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

C.M. Bidwell & Associates's WAFD Position: Q4 2016 in Review

C.M. Bidwell & Associates sold out of WaFd (WAFD) in Q4 2016, closing a stake of 6,940 shares — an estimated $185K sold.

C.M. Bidwell & Associates first reported a position in WAFD in Q2 2016 and held it in 2 quarters. The position peaked at $185K in Q3 2016. 241 funds tracked by Wall St. Rank hold WAFD as of Q4 2016.

  • C.M. Bidwell & Associates reported no remaining WaFd position as of Q4 2016 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 6,940 WaFd shares in Q4 2016, an estimated $185K.
  • C.M. Bidwell & Associates first reported a position in WaFd in Q2 2016 and held it in 2 quarters.
  • C.M. Bidwell & Associates's WaFd position peaked at $185K in Q3 2016.
  • 241 funds tracked by Wall St. Rank held WaFd as of Q4 2016.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2016, filed 13 Feb 2017.