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KMS Financial Services’s WaFd WAFD Stock Holding History

KMS Financial Services’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
Q3 		$207K Sell
10,156
-251
-2% -$5.37K 0.03% 479
2014
Q2 		$233K Buy
10,407
+2
+0% +$44 0.03% 455
2014
Q1 		$242K Buy
10,405
+2
+0% +$45 0.04% 434
2013
Q4 		$242K Buy
10,403
+718
+7% +$16.3K 0.04% 426
2013
Q3 		$200K Buy
+9,685
New +$206K 0.05% 397

Other funds holding WAFD

Fidelity Investments
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
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 $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Allianz Asset Management
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

KMS Financial Services's WAFD Position: Q3 2014 in Review

KMS Financial Services reduced its WaFd (WAFD) stake by 2.4% in Q3 2014, selling an estimated $5.37K and leaving 10,156 shares worth $207K. The position accounts for 0.03% of the portfolio, ranked #479.

KMS Financial Services first reported a position in WAFD in Q3 2013 and has held it in 5 quarters since. The position peaked at $242K in Q1 2014. 184 funds tracked by Wall St. Rank hold WAFD as of Q3 2014.

  • KMS Financial Services held 10,156 shares of WaFd worth $207K as of Q3 2014.
  • KMS Financial Services sold 251 WaFd shares in Q3 2014, an estimated $5.37K.
  • WaFd made up 0.03% of KMS Financial Services's portfolio in Q3 2014, its #479 holding.
  • KMS Financial Services first reported a position in WaFd in Q3 2013 and has held it in 5 quarters since.
  • KMS Financial Services's WaFd position peaked at $242K in Q1 2014.
  • 184 funds tracked by Wall St. Rank held WaFd as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.