Capital Fund Management (CFM)’s WaFd WAFD Stock Holding History

Capital Fund Management (CFM)’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 Q4	–	Sell	-13,215	Closed	-$276K	–	1581
2020 Q3	$276K	Buy	+13,215	New	+$311K	﹤0.01%	1140
2016 Q3	–	Sell	-46,900	Closed	-$1.14M	–	1820
2016 Q2	$1.14M	Buy	46,900 +34,100	+266%	+$819K	0.01%	915
2016 Q1	$290K	Sell	12,800 -27,000	-68%	-$585K	﹤0.01%	1326
2015 Q4	$948K	Buy	+39,800	New	+$980K	0.01%	897
2015 Q1	–	Sell	-24,300	Closed	-$538K	–	1759
2014 Q4	$538K	Buy	+24,300	New	+$520K	0.01%	1099
2014 Q1	–	Sell	-25,200	Closed	-$587K	–	1979
2013 Q4	$587K	Buy	+25,200	New	+$572K	0.01%	1203
2013 Q3	–	Sell	-38,600	Closed	-$729K	–	1930
2013 Q2	$729K	Buy	+38,600	New	+$663K	0.01%	885

Other funds holding WAFD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Capital Fund Management (CFM)'s WAFD Position: Q4 2020 in Review

Capital Fund Management (CFM) sold out of WaFd (WAFD) in Q4 2020, closing a stake of 13,215 shares — an estimated $276K sold.

Capital Fund Management (CFM) first reported a position in WAFD in Q2 2013 and held it in 7 quarters. The position peaked at $1.14M in Q2 2016. 208 funds tracked by Wall St. Rank hold WAFD as of Q4 2020.

Capital Fund Management (CFM) reported no remaining WaFd position as of Q4 2020 after selling out during the quarter.
Capital Fund Management (CFM) sold 13,215 WaFd shares in Q4 2020, an estimated $276K.
Capital Fund Management (CFM) first reported a position in WaFd in Q2 2013 and held it in 7 quarters.
Capital Fund Management (CFM)'s WaFd position peaked at $1.14M in Q2 2016.
208 funds tracked by Wall St. Rank held WaFd as of Q4 2020.

Based on Capital Fund Management (CFM)'s 13F filing for Q4 2020, filed 12 Feb 2021.