Jefferies Group’s WaFd WAFD Stock Holding History

Jefferies Group’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
2020 Q1	–	Sell	-100,000	Closed	-$3.67M	–	2724
2019 Q4	$3.67M	Hold	100,000	–	–	0.03%	684
2019 Q3	$3.7M	Hold	100,000	–	–	0.03%	686
2019 Q2	$3.49M	Buy	+100,000	New	+$3.23M	0.03%	644

Other funds holding WAFD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jefferies Group's WAFD Position: Q1 2020 in Review

Jefferies Group sold out of WaFd (WAFD) in Q1 2020, closing a stake of 16,475 shares — an estimated $604K sold.

Jefferies Group first reported a position in WAFD in Q4 2013 and held it in 16 quarters. The position peaked at $1.31M in Q3 2019. 226 funds tracked by Wall St. Rank hold WAFD as of Q1 2020.

Jefferies Group reported no remaining WaFd position as of Q1 2020 after selling out during the quarter.
Jefferies Group sold 16,475 WaFd shares in Q1 2020, an estimated $604K.
Jefferies Group first reported a position in WaFd in Q4 2013 and held it in 16 quarters.
Jefferies Group's WaFd position peaked at $1.31M in Q3 2019.
226 funds tracked by Wall St. Rank held WaFd as of Q1 2020.

Based on Jefferies Group's 13F filing for Q1 2020, filed 15 May 2020.