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Evercore Wealth Management’s WaFd WAFD Stock Holding History

Evercore Wealth 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
-180
Closed -$6K – 1045
2016
Q4 		$6K Sell
180
-150
-45% -$4.58K ﹤0.01% 876
2016
Q3 		$9K Hold
330
– – ﹤0.01% 880
2016
Q2 		$8K Buy
+330
New +$7.93K ﹤0.01% 875
2013
Q4 		– Sell
-143
Closed -$3K – 995
2013
Q3 		$3K Buy
+143
New +$3.04K ﹤0.01% 938

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

Evercore Wealth Management's WAFD Position: Q1 2017 in Review

Evercore Wealth Management sold out of WaFd (WAFD) in Q1 2017, closing a stake of 180 shares — an estimated $6K sold.

Evercore Wealth Management first reported a position in WAFD in Q3 2013 and held it in 4 quarters. The position peaked at $9K in Q3 2016. 225 funds tracked by Wall St. Rank hold WAFD as of Q1 2017.

  • Evercore Wealth Management reported no remaining WaFd position as of Q1 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 180 WaFd shares in Q1 2017, an estimated $6K.
  • Evercore Wealth Management first reported a position in WaFd in Q3 2013 and held it in 4 quarters.
  • Evercore Wealth Management's WaFd position peaked at $9K in Q3 2016.
  • 225 funds tracked by Wall St. Rank held WaFd as of Q1 2017.

Based on Evercore Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.