DWA
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Dorsey Wright & Associates’s WaFd WAFD Stock Holding History

Dorsey Wright & Associates’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
Q3 		– Sell
-61,840
Closed -$2.05M – 155
2017
Q2 		$2.05M Buy
61,840
+736
+1% +$24.4K 0.63% 74
2017
Q1 		$2.02M Buy
61,104
+5,458
+10% +$183K 0.69% 48
2016
Q4 		$1.91M Buy
+55,646
New +$1.7M 0.81% 40

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dorsey Wright & Associates's WAFD Position: Q3 2017 in Review

Dorsey Wright & Associates sold out of WaFd (WAFD) in Q3 2017, closing a stake of 61,840 shares — an estimated $2.05M sold.

Dorsey Wright & Associates first reported a position in WAFD in Q4 2016 and held it in 3 quarters. The position peaked at $2.05M in Q2 2017. 224 funds tracked by Wall St. Rank hold WAFD as of Q3 2017.

  • Dorsey Wright & Associates reported no remaining WaFd position as of Q3 2017 after selling out during the quarter.
  • Dorsey Wright & Associates sold 61,840 WaFd shares in Q3 2017, an estimated $2.05M.
  • Dorsey Wright & Associates first reported a position in WaFd in Q4 2016 and held it in 3 quarters.
  • Dorsey Wright & Associates's WaFd position peaked at $2.05M in Q2 2017.
  • 224 funds tracked by Wall St. Rank held WaFd as of Q3 2017.

Based on Dorsey Wright & Associates's 13F filing for Q3 2017, filed 6 Nov 2017.