CCM
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CWH Capital Management’s WaFd WAFD Stock Holding History

CWH Capital Management’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
2017
Q1 		– Sell
-146,855
Closed -$5.04M – 53
2016
Q4 		$5.04M Sell
146,855
-29,155
-17% -$891K 3.07% 14
2016
Q3 		$4.7M Sell
176,010
-2,190
-1% -$56.2K 3.25% 10
2016
Q2 		$4.32M Sell
178,200
-865
-0.5% -$20.8K 3.13% 11
2016
Q1 		$4.06M Buy
179,065
+2,380
+1% +$51.5K 2.88% 12
2015
Q4 		$4.21M Buy
+176,685
New +$4.35M 2.71% 14

Other funds holding WAFD

BlackRock
BlackRock New York $5.7T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return