Kayne Anderson Rudnick Investment Management
WAFD icon

Kayne Anderson Rudnick Investment Management’s WaFd WAFD Stock Holding History

Kayne Anderson Rudnick 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
2019
Q4 		– Sell
-85
Closed -$3K – 653
2019
Q3 		$3K Hold
85
– – ﹤0.01% 490
2019
Q2 		$3K Buy
+85
New +$2.75K ﹤0.01% 485

Other funds holding WAFD

BlackRock
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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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's WAFD Position: Q4 2019 in Review

Kayne Anderson Rudnick Investment Management sold out of WaFd (WAFD) in Q4 2019, closing a stake of 85 shares — an estimated $3K sold.

Kayne Anderson Rudnick Investment Management first reported a position in WAFD in Q2 2019 and held it in 2 quarters. The position peaked at $3K in Q3 2019. 242 funds tracked by Wall St. Rank hold WAFD as of Q4 2019.

  • Kayne Anderson Rudnick Investment Management reported no remaining WaFd position as of Q4 2019 after selling out during the quarter.
  • Kayne Anderson Rudnick Investment Management sold 85 WaFd shares in Q4 2019, an estimated $3K.
  • Kayne Anderson Rudnick Investment Management first reported a position in WaFd in Q2 2019 and held it in 2 quarters.
  • Kayne Anderson Rudnick Investment Management's WaFd position peaked at $3K in Q3 2019.
  • 242 funds tracked by Wall St. Rank held WaFd as of Q4 2019.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q4 2019, filed 13 Feb 2020.