Joel Isaacson & Co’s WaFd WAFD Stock Holding History

Joel Isaacson & Co’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 Q2	–	Sell	-500	Closed	-$11K	–	770
2016 Q1	$11K	Buy	+500	New	+$10.8K	﹤0.01%	563

Other funds holding WAFD

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

Joel Isaacson & Co's WAFD Position: Q2 2016 in Review

Joel Isaacson & Co sold out of WaFd (WAFD) in Q2 2016, closing a stake of 500 shares — an estimated $11K sold.

Joel Isaacson & Co first reported a position in WAFD in Q1 2016 and held it in 1 quarter. The position peaked at $11K in Q1 2016. 209 funds tracked by Wall St. Rank hold WAFD as of Q2 2016.

Joel Isaacson & Co reported no remaining WaFd position as of Q2 2016 after selling out during the quarter.
Joel Isaacson & Co sold 500 WaFd shares in Q2 2016, an estimated $11K.
Joel Isaacson & Co first reported a position in WaFd in Q1 2016 and held it in 1 quarter.
Joel Isaacson & Co's WaFd position peaked at $11K in Q1 2016.
209 funds tracked by Wall St. Rank held WaFd as of Q2 2016.

Based on Joel Isaacson & Co's 13F filing for Q2 2016, filed 22 Jul 2016.