Kanaly Trust’s WaFd WAFD Stock Holding History

Kanaly Trust’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	-70	Closed	-$2K	–	740
2014 Q1	$2K	Buy	+70	New	+$1.59K	﹤0.01%	642

Other funds holding WAFD

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

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

Kanaly Trust's WAFD Position: Q2 2014 in Review

Kanaly Trust sold out of WaFd (WAFD) in Q2 2014, closing a stake of 70 shares — an estimated $2K sold.

Kanaly Trust first reported a position in WAFD in Q1 2014 and held it in 1 quarter. The position peaked at $2K in Q1 2014. 200 funds tracked by Wall St. Rank hold WAFD as of Q2 2014.

Kanaly Trust reported no remaining WaFd position as of Q2 2014 after selling out during the quarter.
Kanaly Trust sold 70 WaFd shares in Q2 2014, an estimated $2K.
Kanaly Trust first reported a position in WaFd in Q1 2014 and held it in 1 quarter.
Kanaly Trust's WaFd position peaked at $2K in Q1 2014.
200 funds tracked by Wall St. Rank held WaFd as of Q2 2014.

Based on Kanaly Trust's 13F filing for Q2 2014, filed 28 Jul 2014.