HRIA
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Haberer Registered Investment Advisor’s WaFd WAFD Stock Holding History

Haberer Registered Investment Advisor’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
2013
Q3 		– Sell
-655
Closed -$12K – 514
2013
Q2 		$12K Buy
+655
New +$11.3K ﹤0.01% 314

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
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Haberer Registered Investment Advisor's WAFD Position: Q3 2013 in Review

Haberer Registered Investment Advisor sold out of WaFd (WAFD) in Q3 2013, closing a stake of 655 shares — an estimated $12K sold.

Haberer Registered Investment Advisor first reported a position in WAFD in Q2 2013 and held it in 1 quarter. The position peaked at $12K in Q2 2013. 192 funds tracked by Wall St. Rank hold WAFD as of Q3 2013.

  • Haberer Registered Investment Advisor reported no remaining WaFd position as of Q3 2013 after selling out during the quarter.
  • Haberer Registered Investment Advisor sold 655 WaFd shares in Q3 2013, an estimated $12K.
  • Haberer Registered Investment Advisor first reported a position in WaFd in Q2 2013 and held it in 1 quarter.
  • Haberer Registered Investment Advisor's WaFd position peaked at $12K in Q2 2013.
  • 192 funds tracked by Wall St. Rank held WaFd as of Q3 2013.

Based on Haberer Registered Investment Advisor's 13F filing for Q3 2013, filed 4 Oct 2013.