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Liberty Mutual Group Asset Management’s WaFd WAFD Stock Holding History

Liberty Mutual Group Asset 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
2018
Q4 		– Sell
-16,822
Closed -$538K – 776
2018
Q3 		$538K Hold
16,822
– – 0.01% 717
2018
Q2 		$550K Sell
16,822
-351
-2% -$11.5K 0.01% 707
2018
Q1 		$594K Sell
17,173
-5,357
-24% -$190K 0.02% 631
2017
Q4 		$772K Sell
22,530
-865
-4% -$29.7K 0.02% 582
2017
Q3 		$787K Sell
23,395
-6,484
-22% -$211K 0.04% 565
2017
Q2 		$991K Sell
29,879
-9,480
-24% -$314K 0.04% 631
2017
Q1 		$1.3M Buy
39,359
+1,926
+5% +$64.5K 0.05% 538
2016
Q4 		$1.28M Sell
37,433
-1,010
-3% -$30.9K 0.05% 577
2016
Q3 		$1.03M Sell
38,443
-1,305
-3% -$33.5K 0.04% 672
2016
Q2 		$965K Buy
39,748
+2,849
+8% +$68.5K 0.04% 657
2016
Q1 		$836K Sell
36,899
-22,333
-38% -$484K 0.03% 678
2015
Q4 		$1.41M Buy
59,232
+19,186
+48% +$473K 0.06% 521
2015
Q3 		$912K Buy
40,046
+274
+0.7% +$6.28K 0.03% 897
2015
Q2 		$928K Buy
39,772
+6,517
+20% +$146K 0.03% 928
2015
Q1 		$725K Buy
33,255
+1,182
+4% +$24.9K 0.02% 939
2014
Q4 		$711K Sell
32,073
-281
-0.9% -$6.01K 0.02% 928
2014
Q3 		$658K Sell
32,354
-112
-0.3% -$2.39K 0.02% 954
2014
Q2 		$728K Buy
32,466
+60
+0.2% +$1.31K 0.02% 928
2014
Q1 		$756K Buy
32,406
+10,286
+47% +$233K 0.02% 913
2013
Q4 		$515K Sell
22,120
-10,140
-31% -$230K 0.02% 952
2013
Q3 		$667K Sell
32,260
-10,780
-25% -$229K 0.03% 786
2013
Q2 		$813K Buy
+43,040
New +$739K 0.03% 654

Other funds holding WAFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Liberty Mutual Group Asset Management's WAFD Position: Q4 2018 in Review

Liberty Mutual Group Asset Management sold out of WaFd (WAFD) in Q4 2018, closing a stake of 16,822 shares — an estimated $538K sold.

Liberty Mutual Group Asset Management first reported a position in WAFD in Q2 2013 and held it in 22 quarters. The position peaked at $1.41M in Q4 2015. 223 funds tracked by Wall St. Rank hold WAFD as of Q4 2018.

  • Liberty Mutual Group Asset Management reported no remaining WaFd position as of Q4 2018 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 16,822 WaFd shares in Q4 2018, an estimated $538K.
  • Liberty Mutual Group Asset Management first reported a position in WaFd in Q2 2013 and held it in 22 quarters.
  • Liberty Mutual Group Asset Management's WaFd position peaked at $1.41M in Q4 2015.
  • 223 funds tracked by Wall St. Rank held WaFd as of Q4 2018.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.