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Gary Goldberg Planning Services’s WaFd WAFD Stock Holding History

Gary Goldberg Planning 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
2014
Q4 		$58K Sell
2,638
-414
-14% -$8.86K 0.02% 198
2014
Q3 		$62K Buy
3,052
+45
+1% +$962 0.03% 193
2014
Q2 		$67K Sell
3,007
-137
-4% -$3K 0.03% 187
2014
Q1 		$73K Buy
3,144
+2,804
+825% +$63.6K 0.04% 177
2013
Q4 		$8K Buy
+340
New +$7.72K ﹤0.01% 305

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
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
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
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 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

Gary Goldberg Planning Services's WAFD Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its WaFd (WAFD) stake by 14% in Q4 2014, selling an estimated $8.86K and leaving 2,638 shares worth $58K. The position accounts for 0.02% of the portfolio, ranked #198.

Gary Goldberg Planning Services first reported a position in WAFD in Q4 2013 and has held it in 5 quarters since. The position peaked at $73K in Q1 2014. 187 funds tracked by Wall St. Rank hold WAFD as of Q4 2014.

  • Gary Goldberg Planning Services held 2,638 shares of WaFd worth $58K as of Q4 2014.
  • Gary Goldberg Planning Services sold 414 WaFd shares in Q4 2014, an estimated $8.86K.
  • WaFd made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #198 holding.
  • Gary Goldberg Planning Services first reported a position in WaFd in Q4 2013 and has held it in 5 quarters since.
  • Gary Goldberg Planning Services's WaFd position peaked at $73K in Q1 2014.
  • 187 funds tracked by Wall St. Rank held WaFd as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.