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Dynamic Capital Management’s WaFd WAFD Stock Holding History

Dynamic 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
2016
Q1 		– Sell
-12,933
Closed -$308K – 442
2015
Q4 		$308K Buy
+12,933
New +$319K 0.15% 241
2014
Q2 		– Sell
-12,900
Closed -$301K – 498
2014
Q1 		$301K Buy
+12,900
New +$293K 0.1% 329

Other funds holding WAFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Dynamic Capital Management's WAFD Position: Q1 2016 in Review

Dynamic Capital Management sold out of WaFd (WAFD) in Q1 2016, closing a stake of 12,933 shares — an estimated $308K sold.

Dynamic Capital Management first reported a position in WAFD in Q1 2014 and held it in 2 quarters. The position peaked at $308K in Q4 2015. 202 funds tracked by Wall St. Rank hold WAFD as of Q1 2016.

  • Dynamic Capital Management reported no remaining WaFd position as of Q1 2016 after selling out during the quarter.
  • Dynamic Capital Management sold 12,933 WaFd shares in Q1 2016, an estimated $308K.
  • Dynamic Capital Management first reported a position in WaFd in Q1 2014 and held it in 2 quarters.
  • Dynamic Capital Management's WaFd position peaked at $308K in Q4 2015.
  • 202 funds tracked by Wall St. Rank held WaFd as of Q1 2016.

Based on Dynamic Capital Management's 13F filing for Q1 2016, filed 16 May 2016.