Cornerstone Advisors (Washington)’s WaFd WAFD Stock Holding History

Cornerstone Advisors (Washington)’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 Q2	–	Sell	-31	Closed	-$1K	–	803
2020 Q1	$1K	Hold	31	–	–	﹤0.01%	728
2019 Q4	$1K	Hold	31	–	–	﹤0.01%	730
2019 Q3	$1K	Hold	31	–	–	﹤0.01%	720
2019 Q2	$1K	Hold	31	–	–	﹤0.01%	1418
2019 Q1	$1K	Hold	31	–	–	﹤0.01%	1266
2018 Q4	$1K	Buy	+31	New	+$871	﹤0.01%	1116
2018 Q1	–	Sell	-257	Closed	-$9K	–	1206
2017 Q4	$9K	Buy	257 +1	+0.4%	+$34	0.01%	601
2017 Q3	$9K	Buy	256 +1	+0.4%	+$33	0.01%	601
2017 Q2	$8K	Hold	255	–	–	﹤0.01%	622
2017 Q1	$8K	Hold	255	–	–	﹤0.01%	622
2016 Q4	$9K	Hold	255	–	–	0.01%	611
2016 Q3	$7K	Buy	+255	New	+$6.54K	0.01%	636

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

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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

Cornerstone Advisors (Washington)'s WAFD Position: Q2 2020 in Review

Cornerstone Advisors (Washington) sold out of WaFd (WAFD) in Q2 2020, closing a stake of 31 shares — an estimated $1K sold.

Cornerstone Advisors (Washington) first reported a position in WAFD in Q3 2016 and held it in 12 quarters. The position peaked at $9K in Q4 2017. 210 funds tracked by Wall St. Rank hold WAFD as of Q2 2020.

Cornerstone Advisors (Washington) reported no remaining WaFd position as of Q2 2020 after selling out during the quarter.
Cornerstone Advisors (Washington) sold 31 WaFd shares in Q2 2020, an estimated $1K.
Cornerstone Advisors (Washington) first reported a position in WaFd in Q3 2016 and held it in 12 quarters.
Cornerstone Advisors (Washington)'s WaFd position peaked at $9K in Q4 2017.
210 funds tracked by Wall St. Rank held WaFd as of Q2 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q2 2020, filed 29 Jul 2020.