FAM
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Formidable Asset Management’s WaFd WAFD Stock Holding History

Formidable 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
2013
Q4 		– Sell
-1,006
Closed -$21K – 510
2013
Q3 		$21K Buy
+1,006
New +$21.4K 0.02% 235

Other funds holding WAFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Formidable Asset Management's WAFD Position: Q4 2013 in Review

Formidable Asset Management sold out of WaFd (WAFD) in Q4 2013, closing a stake of 1,006 shares — an estimated $21K sold.

Formidable Asset Management first reported a position in WAFD in Q3 2013 and held it in 1 quarter. The position peaked at $21K in Q3 2013. 210 funds tracked by Wall St. Rank hold WAFD as of Q4 2013.

  • Formidable Asset Management reported no remaining WaFd position as of Q4 2013 after selling out during the quarter.
  • Formidable Asset Management sold 1,006 WaFd shares in Q4 2013, an estimated $21K.
  • Formidable Asset Management first reported a position in WaFd in Q3 2013 and held it in 1 quarter.
  • Formidable Asset Management's WaFd position peaked at $21K in Q3 2013.
  • 210 funds tracked by Wall St. Rank held WaFd as of Q4 2013.

Based on Formidable Asset Management's 13F filing for Q4 2013, filed 18 Feb 2014.