Evergreen Capital Management’s WaFd WAFD Stock Holding History

Evergreen 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
2019 Q3	–	Sell	-10,993	Closed	-$384K	–	472
2019 Q2	$384K	Sell	10,993 -497	-4%	-$16.1K	0.04%	261
2019 Q1	$332K	Buy	11,490 +1,708	+17%	+$50.2K	0.03%	264
2018 Q4	$261K	Buy	9,782 +338	+4%	+$9.49K	0.03%	298
2018 Q3	$302K	Buy	9,444 +3	+0%	+$101	0.03%	287
2018 Q2	$309K	Sell	9,441 -836	-8%	-$27.5K	0.03%	265
2018 Q1	$356K	Buy	10,277 +1,945	+23%	+$69.1K	0.03%	228
2017 Q4	$286K	Buy	+8,332	New	+$286K	0.03%	196
2014 Q2	–	Sell	-9,826	Closed	-$229K	–	106
2014 Q1	$229K	Hold	9,826	–	–	0.05%	93
2013 Q4	$229K	Sell	9,826 -2,000	-17%	-$45.4K	0.04%	100
2013 Q3	$245K	Hold	11,826	–	–	0.04%	113
2013 Q2	$223K	Buy	+11,826	New	+$203K	0.03%	115

Other funds holding WAFD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evergreen Capital Management's WAFD Position: Q3 2019 in Review

Evergreen Capital Management sold out of WaFd (WAFD) in Q3 2019, closing a stake of 10,993 shares — an estimated $384K sold.

Evergreen Capital Management first reported a position in WAFD in Q2 2013 and held it in 11 quarters. The position peaked at $384K in Q2 2019. 237 funds tracked by Wall St. Rank hold WAFD as of Q3 2019.

Evergreen Capital Management reported no remaining WaFd position as of Q3 2019 after selling out during the quarter.
Evergreen Capital Management sold 10,993 WaFd shares in Q3 2019, an estimated $384K.
Evergreen Capital Management first reported a position in WaFd in Q2 2013 and held it in 11 quarters.
Evergreen Capital Management's WaFd position peaked at $384K in Q2 2019.
237 funds tracked by Wall St. Rank held WaFd as of Q3 2019.

Based on Evergreen Capital Management's 13F filing for Q3 2019, filed 14 Nov 2019.