Loomis, Sayles & Company
WAFD icon

Loomis, Sayles & Company’s WaFd WAFD Stock Holding History

Loomis, Sayles & Company’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
Q3 		– Sell
-285
Closed -$9K – 951
2018
Q2 		$9K Buy
+285
New +$9.37K ﹤0.01% 814
2017
Q4 		– Sell
-261
Closed -$9K – 944
2017
Q3 		$9K Buy
+261
New +$8.49K ﹤0.01% 801
2017
Q2 		– Sell
-259
Closed -$9K – 1005
2017
Q1 		$9K Buy
+259
New +$8.68K ﹤0.01% 817

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Loomis, Sayles & Company's WAFD Position: Q3 2018 in Review

Loomis, Sayles & Company sold out of WaFd (WAFD) in Q3 2018, closing a stake of 285 shares — an estimated $9K sold.

Loomis, Sayles & Company first reported a position in WAFD in Q1 2017 and held it in 3 quarters. The position peaked at $9K in Q2 2018. 231 funds tracked by Wall St. Rank hold WAFD as of Q3 2018.

  • Loomis, Sayles & Company reported no remaining WaFd position as of Q3 2018 after selling out during the quarter.
  • Loomis, Sayles & Company sold 285 WaFd shares in Q3 2018, an estimated $9K.
  • Loomis, Sayles & Company first reported a position in WaFd in Q1 2017 and held it in 3 quarters.
  • Loomis, Sayles & Company's WaFd position peaked at $9K in Q2 2018.
  • 231 funds tracked by Wall St. Rank held WaFd as of Q3 2018.

Based on Loomis, Sayles & Company's 13F filing for Q3 2018, filed 13 Nov 2018.