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Greystone Investment Management’s WaFd WAFD Stock Holding History

Greystone Investment 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
2018
Q4 		– Sell
-6,375
Closed -$204K – 48
2018
Q3 		$204K Hold
6,375
– – 0.09% 47
2018
Q2 		$208K Hold
6,375
– – 0.1% 46
2018
Q1 		$221K Hold
6,375
– – 0.1% 47
2017
Q4 		$218K Sell
6,375
-1,363
-18% -$46.8K 0.1% 49
2017
Q3 		$260K Hold
7,738
– – 0.13% 48
2017
Q2 		$257K Sell
7,738
-212
-3% -$7.02K 0.12% 46
2017
Q1 		$263K Hold
7,950
– – 0.13% 47
2016
Q4 		$273K Hold
7,950
– – 0.14% 46
2016
Q3 		$212K Buy
+7,950
New +$204K 0.11% 51

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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Greystone Investment Management's WAFD Position: Q4 2018 in Review

Greystone Investment Management sold out of WaFd (WAFD) in Q4 2018, closing a stake of 6,375 shares — an estimated $204K sold.

Greystone Investment Management first reported a position in WAFD in Q3 2016 and held it in 9 quarters. The position peaked at $273K in Q4 2016. 223 funds tracked by Wall St. Rank hold WAFD as of Q4 2018.

  • Greystone Investment Management reported no remaining WaFd position as of Q4 2018 after selling out during the quarter.
  • Greystone Investment Management sold 6,375 WaFd shares in Q4 2018, an estimated $204K.
  • Greystone Investment Management first reported a position in WaFd in Q3 2016 and held it in 9 quarters.
  • Greystone Investment Management's WaFd position peaked at $273K in Q4 2016.
  • 223 funds tracked by Wall St. Rank held WaFd as of Q4 2018.

Based on Greystone Investment Management's 13F filing for Q4 2018, filed 14 Jan 2019.