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Edge Asset Management’s WaFd WAFD Stock Holding History

Edge Asset 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 		$16.8M Sell
507,170
-66,121
-12% -$2.22M 0.13% 177
2016
Q4 		$19.7M Sell
573,291
-43,285
-7% -$1.32M 0.15% 167
2016
Q3 		$16.4M Buy
616,576
+3,794
+0.6% +$97.3K 0.14% 188
2016
Q2 		$14.9M Buy
612,782
+103,773
+20% +$2.49M 0.13% 190
2016
Q1 		$11.5M Sell
509,009
-223,993
-31% -$4.85M 0.11% 196
2015
Q4 		$17.5M Sell
733,002
-12,336
-2% -$304K 0.17% 159
2015
Q3 		$17M Buy
745,338
+160,787
+28% +$3.68M 0.17% 158
2015
Q2 		$13.7M Sell
584,551
-20,549
-3% -$460K 0.12% 201
2015
Q1 		$13.2M Sell
605,100
-92,600
-13% -$1.95M 0.11% 197
2014
Q4 		$15.5M Sell
697,700
-6,700
-1% -$143K 0.15% 165
2014
Q3 		$14.3M Sell
704,400
-8,100
-1% -$173K 0.14% 165
2014
Q2 		$16M Sell
712,500
-13,017
-2% -$285K 0.16% 136
2014
Q1 		$16.9M Sell
725,517
-22,508
-3% -$511K 0.18% 124
2013
Q4 		$17.4M Sell
748,025
-781,326
-51% -$17.7M 0.19% 115
2013
Q3 		$30.2M Buy
1,529,351
+758,725
+98% +$16.1M 0.19% 116
2013
Q2 		$14.5M Buy
+770,626
New +$13.2M 0.18% 118

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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $4.36B AUM 40.56% 1-Year Est. Return

Edge Asset Management's WAFD Position: Q1 2017 in Review

Edge Asset Management reduced its WaFd (WAFD) stake by 12% in Q1 2017, selling an estimated $2.22M and leaving 507,170 shares worth $16.8M. The position accounts for 0.13% of the portfolio, ranked #177.

Edge Asset Management first reported a position in WAFD in Q2 2013 and has held it in 16 quarters since. The position peaked at $30.2M in Q3 2013. 225 funds tracked by Wall St. Rank hold WAFD as of Q1 2017.

  • Edge Asset Management held 507,170 shares of WaFd worth $16.8M as of Q1 2017.
  • Edge Asset Management sold 66,121 WaFd shares in Q1 2017, an estimated $2.22M.
  • WaFd made up 0.13% of Edge Asset Management's portfolio in Q1 2017, its #177 holding.
  • Edge Asset Management first reported a position in WaFd in Q2 2013 and has held it in 16 quarters since.
  • Edge Asset Management's WaFd position peaked at $30.2M in Q3 2013.
  • 225 funds tracked by Wall St. Rank held WaFd as of Q1 2017.

Based on Edge Asset Management's 13F filing for Q1 2017, filed 11 May 2017.