IRF
WAFD icon

IBM Retirement Fund’s WaFd WAFD Stock Holding History

IBM Retirement Fund’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
Q2 		– Sell
-25,836
Closed -$609K – 1048
2014
Q1 		$609K Sell
25,836
-14,811
-36% -$336K 0.01% 918
2013
Q4 		$947K Sell
40,647
-566
-1% -$12.9K 0.01% 913
2013
Q3 		$852K Sell
41,213
-6,574
-14% -$140K 0.01% 930
2013
Q2 		$902K Buy
+47,787
New +$821K 0.01% 937

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
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 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
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

IBM Retirement Fund's WAFD Position: Q2 2014 in Review

IBM Retirement Fund sold out of WaFd (WAFD) in Q2 2014, closing a stake of 25,836 shares — an estimated $609K sold.

IBM Retirement Fund first reported a position in WAFD in Q2 2013 and held it in 4 quarters. The position peaked at $947K in Q4 2013. 200 funds tracked by Wall St. Rank hold WAFD as of Q2 2014.

  • IBM Retirement Fund reported no remaining WaFd position as of Q2 2014 after selling out during the quarter.
  • IBM Retirement Fund sold 25,836 WaFd shares in Q2 2014, an estimated $609K.
  • IBM Retirement Fund first reported a position in WaFd in Q2 2013 and held it in 4 quarters.
  • IBM Retirement Fund's WaFd position peaked at $947K in Q4 2013.
  • 200 funds tracked by Wall St. Rank held WaFd as of Q2 2014.

Based on IBM Retirement Fund's 13F filing for Q2 2014, filed 14 Aug 2014.