Chicago Equity Partners’s WaFd WAFD Stock Holding History

Chicago Equity Partners’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	-59,100	Closed	-$2.19M	–	967
2019 Q3	$2.19M	Buy	+59,100	New	+$2.11M	0.1%	296
2018 Q2	–	Sell	-89,125	Closed	-$3.08M	–	904
2018 Q1	$3.08M	Buy	89,125 +73,755	+480%	+$2.62M	0.1%	284
2017 Q4	$526K	Sell	15,370 -80	-0.5%	-$2.75K	0.02%	607
2017 Q3	$520K	Hold	15,450	–	–	0.02%	614
2017 Q2	$513K	Hold	15,450	–	–	0.01%	623
2017 Q1	$511K	Buy	+15,450	New	+$518K	0.01%	588
2014 Q2	–	Sell	-59,750	Closed	-$1.39M	–	515
2014 Q1	$1.39M	Sell	59,750 -219,195	-79%	-$4.97M	0.04%	252
2013 Q4	$6.5M	Buy	278,945 +28,475	+11%	+$647K	0.2%	129
2013 Q3	$5.18M	Buy	+250,470	New	+$5.32M	0.16%	143

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

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

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

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 New York $1.56T AUM 27.86% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Chicago Equity Partners's WAFD Position: Q4 2019 in Review

Chicago Equity Partners sold out of WaFd (WAFD) in Q4 2019, closing a stake of 59,100 shares — an estimated $2.19M sold.

Chicago Equity Partners first reported a position in WAFD in Q3 2013 and held it in 9 quarters. The position peaked at $6.5M in Q4 2013. 242 funds tracked by Wall St. Rank hold WAFD as of Q4 2019.

Chicago Equity Partners reported no remaining WaFd position as of Q4 2019 after selling out during the quarter.
Chicago Equity Partners sold 59,100 WaFd shares in Q4 2019, an estimated $2.19M.
Chicago Equity Partners first reported a position in WaFd in Q3 2013 and held it in 9 quarters.
Chicago Equity Partners's WaFd position peaked at $6.5M in Q4 2013.
242 funds tracked by Wall St. Rank held WaFd as of Q4 2019.

Based on Chicago Equity Partners's 13F filing for Q4 2019, filed 10 Feb 2020.