CIAS
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Capital Investment Advisory Services’s WaFd WAFD Stock Holding History

Capital Investment Advisory Services’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
Q4 		– Sell
-680
Closed -$25K – 1250
2019
Q3 		$25K Hold
680
– – 0.01% 752
2019
Q2 		$24K Hold
680
– – 0.01% 736
2019
Q1 		$20K Hold
680
– – 0.01% 688
2018
Q4 		$18K Buy
+680
New +$19.1K 0.01% 664

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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Capital Investment Advisory Services's WAFD Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of WaFd (WAFD) in Q4 2019, closing a stake of 680 shares — an estimated $25K sold.

Capital Investment Advisory Services first reported a position in WAFD in Q4 2018 and held it in 4 quarters. The position peaked at $25K in Q3 2019. 242 funds tracked by Wall St. Rank hold WAFD as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining WaFd position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 680 WaFd shares in Q4 2019, an estimated $25K.
  • Capital Investment Advisory Services first reported a position in WaFd in Q4 2018 and held it in 4 quarters.
  • Capital Investment Advisory Services's WaFd position peaked at $25K in Q3 2019.
  • 242 funds tracked by Wall St. Rank held WaFd as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.