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Gupta Wealth Management’s WaFd WAFD Stock Holding History

Gupta Wealth 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
2016
Q1 		– Sell
-634
Closed -$15K – 1292
2015
Q4 		$15K Buy
+634
New +$15.6K ﹤0.01% 778

Other funds holding WAFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $552B AUM 44.19% 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 $3.37T AUM 44.26% 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 $860B AUM 41.15% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Gupta Wealth Management's WAFD Position: Q1 2016 in Review

Gupta Wealth Management sold out of WaFd (WAFD) in Q1 2016, closing a stake of 634 shares — an estimated $15K sold.

Gupta Wealth Management first reported a position in WAFD in Q4 2015 and held it in 1 quarter. The position peaked at $15K in Q4 2015. 202 funds tracked by Wall St. Rank hold WAFD as of Q1 2016.

  • Gupta Wealth Management reported no remaining WaFd position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 634 WaFd shares in Q1 2016, an estimated $15K.
  • Gupta Wealth Management first reported a position in WaFd in Q4 2015 and held it in 1 quarter.
  • Gupta Wealth Management's WaFd position peaked at $15K in Q4 2015.
  • 202 funds tracked by Wall St. Rank held WaFd as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.