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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 $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

CWH Capital Management's WAFD Position: Q1 2017 in Review

CWH Capital Management sold out of WaFd (WAFD) in Q1 2017, closing a stake of 146,855 shares — an estimated $5.04M sold.

CWH Capital Management first reported a position in WAFD in Q4 2015 and held it in 5 quarters. The position peaked at $5.04M in Q4 2016. 225 funds tracked by Wall St. Rank hold WAFD as of Q1 2017.

  • CWH Capital Management reported no remaining WaFd position as of Q1 2017 after selling out during the quarter.
  • CWH Capital Management sold 146,855 WaFd shares in Q1 2017, an estimated $5.04M.
  • CWH Capital Management first reported a position in WaFd in Q4 2015 and held it in 5 quarters.
  • CWH Capital Management's WaFd position peaked at $5.04M in Q4 2016.
  • 225 funds tracked by Wall St. Rank held WaFd as of Q1 2017.

Based on CWH Capital Management's 13F filing for Q1 2017, filed 12 May 2017.