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Financial Management Professionals’s WaFd WAFD Stock Holding History

Financial Management Professionals’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
2018
Q3 		– Sell
-198
Closed -$6K – 314
2018
Q2 		$6K Hold
198
– – ﹤0.01% 201
2018
Q1 		$7K Hold
198
– – ﹤0.01% 185
2017
Q4 		$6K Hold
198
– – ﹤0.01% 166
2017
Q3 		$6K Hold
198
– – ﹤0.01% 168
2017
Q2 		$6K Hold
198
– – ﹤0.01% 185
2017
Q1 		$6K Hold
198
– – ﹤0.01% 210
2016
Q4 		$6K Hold
198
– – ﹤0.01% 195
2016
Q3 		$5K Buy
+198
New +$5.08K ﹤0.01% 226

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Financial Management Professionals's WAFD Position: Q3 2018 in Review

Financial Management Professionals sold out of WaFd (WAFD) in Q3 2018, closing a stake of 198 shares — an estimated $6K sold.

Financial Management Professionals first reported a position in WAFD in Q3 2016 and held it in 8 quarters. The position peaked at $7K in Q1 2018. 231 funds tracked by Wall St. Rank hold WAFD as of Q3 2018.

  • Financial Management Professionals reported no remaining WaFd position as of Q3 2018 after selling out during the quarter.
  • Financial Management Professionals sold 198 WaFd shares in Q3 2018, an estimated $6K.
  • Financial Management Professionals first reported a position in WaFd in Q3 2016 and held it in 8 quarters.
  • Financial Management Professionals's WaFd position peaked at $7K in Q1 2018.
  • 231 funds tracked by Wall St. Rank held WaFd as of Q3 2018.

Based on Financial Management Professionals's 13F filing for Q3 2018, filed 24 Oct 2018.