KeyBank National Association’s WaFd WAFD Stock Holding History

KeyBank National Association’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	-5,595	Closed	-$205K	–	1006
2019 Q4	$205K	Sell	5,595 -425	-7%	-$15.6K	﹤0.01%	965
2019 Q3	$223K	Buy	+6,020	New	+$215K	﹤0.01%	915
2015 Q4	–	Sell	-13,256	Closed	-$302K	–	1174
2015 Q3	$302K	Hold	13,256	–	–	﹤0.01%	939
2015 Q2	$310K	Hold	13,256	–	–	﹤0.01%	994
2015 Q1	$289K	Hold	13,256	–	–	﹤0.01%	1026
2014 Q4	$294K	Hold	13,256	–	–	﹤0.01%	1040
2014 Q3	$270K	Buy	13,256 +2,540	+24%	+$54.3K	﹤0.01%	1081
2014 Q2	$240K	Sell	10,716 -1,869	-15%	-$40.9K	﹤0.01%	1152
2014 Q1	$293K	Buy	12,585 +1,577	+14%	+$35.8K	﹤0.01%	1094
2013 Q4	$256K	Sell	11,008 -1,676	-13%	-$38.1K	﹤0.01%	1128
2013 Q3	$262K	Buy	+12,684	New	+$270K	﹤0.01%	1097

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

KeyBank National Association's WAFD Position: Q1 2020 in Review

KeyBank National Association sold out of WaFd (WAFD) in Q1 2020, closing a stake of 5,595 shares — an estimated $205K sold.

KeyBank National Association first reported a position in WAFD in Q3 2013 and held it in 11 quarters. The position peaked at $310K in Q2 2015. 226 funds tracked by Wall St. Rank hold WAFD as of Q1 2020.

KeyBank National Association reported no remaining WaFd position as of Q1 2020 after selling out during the quarter.
KeyBank National Association sold 5,595 WaFd shares in Q1 2020, an estimated $205K.
KeyBank National Association first reported a position in WaFd in Q3 2013 and held it in 11 quarters.
KeyBank National Association's WaFd position peaked at $310K in Q2 2015.
226 funds tracked by Wall St. Rank held WaFd as of Q1 2020.

Based on KeyBank National Association's 13F filing for Q1 2020, filed 13 May 2020.