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First Personal Financial Services’s WaFd WAFD Stock Holding History

First Personal Financial Services’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
2015
Q2 		– Sell
-144
Closed -$4K – 533
2015
Q1 		$4K Hold
144
– – ﹤0.01% 361
2014
Q4 		$3K Buy
+144
New +$3.08K ﹤0.01% 345

Other funds holding WAFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

First Personal Financial Services's WAFD Position: Q2 2015 in Review

First Personal Financial Services sold out of WaFd (WAFD) in Q2 2015, closing a stake of 144 shares — an estimated $4K sold.

First Personal Financial Services first reported a position in WAFD in Q4 2014 and held it in 2 quarters. The position peaked at $4K in Q1 2015. 192 funds tracked by Wall St. Rank hold WAFD as of Q2 2015.

  • First Personal Financial Services reported no remaining WaFd position as of Q2 2015 after selling out during the quarter.
  • First Personal Financial Services sold 144 WaFd shares in Q2 2015, an estimated $4K.
  • First Personal Financial Services first reported a position in WaFd in Q4 2014 and held it in 2 quarters.
  • First Personal Financial Services's WaFd position peaked at $4K in Q1 2015.
  • 192 funds tracked by Wall St. Rank held WaFd as of Q2 2015.

Based on First Personal Financial Services's 13F filing for Q2 2015, filed 14 Aug 2015.