GAM Holding’s WaFd WAFD Stock Holding History

GAM Holding’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 Q4	–	Sell	-9,195	Closed	-$340K	–	792
2019 Q3	$340K	Buy	9,195 +2,474	+37%	+$88.3K	0.02%	688
2019 Q2	$235K	Buy	+6,721	New	+$217K	0.01%	821
2018 Q2	–	Sell	-17,107	Closed	-$592K	–	979
2018 Q1	$592K	Buy	+17,107	New	+$607K	0.02%	584

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

GAM Holding's WAFD Position: Q4 2019 in Review

GAM Holding sold out of WaFd (WAFD) in Q4 2019, closing a stake of 9,195 shares — an estimated $340K sold.

GAM Holding first reported a position in WAFD in Q1 2018 and held it in 3 quarters. The position peaked at $592K in Q1 2018. 242 funds tracked by Wall St. Rank hold WAFD as of Q4 2019.

GAM Holding reported no remaining WaFd position as of Q4 2019 after selling out during the quarter.
GAM Holding sold 9,195 WaFd shares in Q4 2019, an estimated $340K.
GAM Holding first reported a position in WaFd in Q1 2018 and held it in 3 quarters.
GAM Holding's WaFd position peaked at $592K in Q1 2018.
242 funds tracked by Wall St. Rank held WaFd as of Q4 2019.

Based on GAM Holding's 13F filing for Q4 2019, filed 6 Feb 2020.