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ClearBridge LLC (Maryland)’s WaFd WAFD Stock Holding History

ClearBridge LLC (Maryland)’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
2018
Q3 		– Sell
-713,597
Closed -$23.3K – 163
2018
Q2 		$23.3K Sell
713,597
-46,470
-6% -$1.53M 0.39% 67
2018
Q1 		$26.3M Sell
760,067
-14,050
-2% -$499K 0.59% 48
2017
Q4 		$26.5M Buy
774,117
+70,290
+10% +$2.41M 0.55% 55
2017
Q3 		$23.7M Buy
703,827
+58,990
+9% +$1.92M 0.51% 54
2017
Q2 		$21.4M Buy
644,837
+47,257
+8% +$1.57M 0.45% 55
2017
Q1 		$19.8M Buy
597,580
+420
+0.1% +$14.1K 0.43% 55
2016
Q4 		$20.5M Buy
597,160
+108,810
+22% +$3.33M 0.46% 50
2016
Q3 		$13M Hold
488,350
– – 0.25% 55
2016
Q2 		$11.8M Buy
488,350
+23,980
+5% +$576K 0.24% 56
2016
Q1 		$10.5M Sell
464,370
-920
-0.2% -$19.9K 0.21% 59
2015
Q4 		$11.1M Buy
465,290
+16,910
+4% +$416K 0.21% 66
2015
Q3 		$10.2M Buy
448,380
+45,830
+11% +$1.05M 0.21% 63
2015
Q2 		$9.4M Hold
402,550
– – 0.17% 74
2015
Q1 		$8.78M Buy
+402,550
New +$8.49M 0.15% 86

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

ClearBridge LLC (Maryland)'s WAFD Position: Q3 2018 in Review

ClearBridge LLC (Maryland) sold out of WaFd (WAFD) in Q3 2018, closing a stake of 713,597 shares — an estimated $23.3K sold.

ClearBridge LLC (Maryland) first reported a position in WAFD in Q1 2015 and held it in 14 quarters. The position peaked at $26.5M in Q4 2017. 231 funds tracked by Wall St. Rank hold WAFD as of Q3 2018.

  • ClearBridge LLC (Maryland) reported no remaining WaFd position as of Q3 2018 after selling out during the quarter.
  • ClearBridge LLC (Maryland) sold 713,597 WaFd shares in Q3 2018, an estimated $23.3K.
  • ClearBridge LLC (Maryland) first reported a position in WaFd in Q1 2015 and held it in 14 quarters.
  • ClearBridge LLC (Maryland)'s WaFd position peaked at $26.5M in Q4 2017.
  • 231 funds tracked by Wall St. Rank held WaFd as of Q3 2018.

Based on ClearBridge LLC (Maryland)'s 13F filing for Q3 2018, filed 14 Nov 2018.