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Capital Bank & Trust’s WaFd WAFD Stock Holding History

Capital Bank & Trust’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
-4
Closed – – 796
2018
Q4 		$0 Buy
+4
New +$112 ﹤0.01% 849

Other funds holding WAFD

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Vanguard Group
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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

Capital Bank & Trust's WAFD Position: Q1 2019 in Review

Capital Bank & Trust sold out of WaFd (WAFD) in Q1 2019, closing a stake of 4 shares.

Capital Bank & Trust first reported a position in WAFD in Q4 2018 and held it in 1 quarter. The position peaked at $0 in Q4 2018. 225 funds tracked by Wall St. Rank hold WAFD as of Q1 2019.

  • Capital Bank & Trust reported no remaining WaFd position as of Q1 2019 after selling out during the quarter.
  • Capital Bank & Trust sold 4 WaFd shares in Q1 2019.
  • Capital Bank & Trust first reported a position in WaFd in Q4 2018 and held it in 1 quarter.
  • Capital Bank & Trust's WaFd position peaked at $0 in Q4 2018.
  • 225 funds tracked by Wall St. Rank held WaFd as of Q1 2019.

Based on Capital Bank & Trust's 13F filing for Q1 2019, filed 15 May 2019.