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Convergence Investment Partners’s WaFd WAFD Stock Holding History

Convergence Investment 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
2016
Q1 		– Sell
-175,658
Closed -$4.19M – 399
2015
Q4 		$4.19M Buy
+175,658
New +$4.33M 0.47% 73

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Dimensional Fund Advisors
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BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Convergence Investment Partners's WAFD Position: Q1 2016 in Review

Convergence Investment Partners sold out of WaFd (WAFD) in Q1 2016, closing a stake of 175,658 shares — an estimated $4.19M sold.

Convergence Investment Partners first reported a position in WAFD in Q4 2015 and held it in 1 quarter. The position peaked at $4.19M in Q4 2015. 202 funds tracked by Wall St. Rank hold WAFD as of Q1 2016.

  • Convergence Investment Partners reported no remaining WaFd position as of Q1 2016 after selling out during the quarter.
  • Convergence Investment Partners sold 175,658 WaFd shares in Q1 2016, an estimated $4.19M.
  • Convergence Investment Partners first reported a position in WaFd in Q4 2015 and held it in 1 quarter.
  • Convergence Investment Partners's WaFd position peaked at $4.19M in Q4 2015.
  • 202 funds tracked by Wall St. Rank held WaFd as of Q1 2016.

Based on Convergence Investment Partners's 13F filing for Q1 2016, filed 11 May 2016.