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Ground Swell Capital’s WaFd WAFD Stock Holding History

Ground Swell Capital’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
Q3 		$33K Buy
+1,601
New +$34.2K 0.06% 336

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
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
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

Ground Swell Capital's WAFD Position: Q3 2014 in Review

Ground Swell Capital opened a new position in WaFd (WAFD) in Q3 2014: 1,601 shares worth $33K. The stake represents 0.06% of the portfolio and ranks #336 among its holdings.

184 funds tracked by Wall St. Rank hold WAFD as of Q3 2014.

  • Ground Swell Capital held 1,601 shares of WaFd worth $33K as of Q3 2014.
  • WaFd was a new Ground Swell Capital position in Q3 2014.
  • WaFd made up 0.06% of Ground Swell Capital's portfolio in Q3 2014, its #336 holding.
  • 184 funds tracked by Wall St. Rank held WaFd as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.