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Hermes Investment Management’s WaFd WAFD Stock Holding History

Hermes 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
2014
Q4 		– Sell
-1,598,147
Closed -$32.5M – 237
2014
Q3 		$32.5M Buy
1,598,147
+28,072
+2% +$600K 0.84% 45
2014
Q2 		$35.2M Sell
1,570,075
-260,449
-14% -$5.7M 0.97% 38
2014
Q1 		$42.7M Sell
1,830,524
-19,730
-1% -$448K 1.34% 17
2013
Q4 		$43.1M Sell
1,850,254
-50,960
-3% -$1.16M 1.32% 23
2013
Q3 		$39.3M Buy
1,901,214
+205,051
+12% +$4.36M 1.33% 23
2013
Q2 		$32M Buy
+1,696,163
New +$29.1M 1.25% 27

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

Hermes Investment Management's WAFD Position: Q4 2014 in Review

Hermes Investment Management sold out of WaFd (WAFD) in Q4 2014, closing a stake of 1,598,147 shares — an estimated $32.5M sold.

Hermes Investment Management first reported a position in WAFD in Q2 2013 and held it in 6 quarters. The position peaked at $43.1M in Q4 2013. 187 funds tracked by Wall St. Rank hold WAFD as of Q4 2014.

  • Hermes Investment Management reported no remaining WaFd position as of Q4 2014 after selling out during the quarter.
  • Hermes Investment Management sold 1,598,147 WaFd shares in Q4 2014, an estimated $32.5M.
  • Hermes Investment Management first reported a position in WaFd in Q2 2013 and held it in 6 quarters.
  • Hermes Investment Management's WaFd position peaked at $43.1M in Q4 2013.
  • 187 funds tracked by Wall St. Rank held WaFd as of Q4 2014.

Based on Hermes Investment Management's 13F filing for Q4 2014, filed 11 Feb 2015.