LS Investment Advisors’s WaFd WAFD Stock Holding History

LS Investment Advisors’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 Q3	–	Sell	-4,052	Closed	-$109K	–	1459
2020 Q2	$109K	Hold	4,052	–	–	0.01%	955
2020 Q1	$105K	Hold	4,052	–	–	0.01%	876
2019 Q4	$149K	Sell	4,052 -87	-2%	-$3.19K	0.01%	941
2019 Q3	$153K	Buy	4,139 +97	+2%	+$3.46K	0.01%	899
2019 Q2	$141K	Sell	4,042 -332	-8%	-$10.7K	0.01%	939
2019 Q1	$126K	Sell	4,374 -195	-4%	-$5.73K	0.01%	992
2018 Q4	$122K	Sell	4,569 -25	-0.5%	-$702	0.01%	965
2018 Q3	$147K	Sell	4,594 -361	-7%	-$12.2K	0.01%	984
2018 Q2	$162K	Hold	4,955	–	–	0.01%	967
2018 Q1	$171K	Sell	4,955 -823	-14%	-$29.2K	0.01%	925
2017 Q4	$198K	Sell	5,778 -3,073	-35%	-$105K	0.01%	906
2017 Q3	$298K	Buy	8,851 +353	+4%	+$11.5K	0.02%	766
2017 Q2	$282K	Buy	8,498 +1,232	+17%	+$40.8K	0.02%	764
2017 Q1	$241K	Buy	7,266 +1,095	+18%	+$36.7K	0.02%	765
2016 Q4	$212K	Buy	6,171 +433	+8%	+$13.2K	0.01%	785
2016 Q3	$153K	Buy	5,738 +312	+6%	+$8K	0.01%	879
2016 Q2	$132K	Buy	5,426 +2,339	+76%	+$56.2K	0.01%	916
2016 Q1	$70K	Hold	3,087	–	–	0.01%	1021
2015 Q4	$74K	Hold	3,087	–	–	0.01%	987
2015 Q3	$70K	Hold	3,087	–	–	0.01%	1002
2015 Q2	$72K	Buy	+3,087	New	+$69.2K	0.01%	1021

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

LS Investment Advisors's WAFD Position: Q3 2020 in Review

LS Investment Advisors sold out of WaFd (WAFD) in Q3 2020, closing a stake of 4,052 shares — an estimated $109K sold.

LS Investment Advisors first reported a position in WAFD in Q2 2015 and held it in 21 quarters. The position peaked at $298K in Q3 2017. 201 funds tracked by Wall St. Rank hold WAFD as of Q3 2020.

LS Investment Advisors reported no remaining WaFd position as of Q3 2020 after selling out during the quarter.
LS Investment Advisors sold 4,052 WaFd shares in Q3 2020, an estimated $109K.
LS Investment Advisors first reported a position in WaFd in Q2 2015 and held it in 21 quarters.
LS Investment Advisors's WaFd position peaked at $298K in Q3 2017.
201 funds tracked by Wall St. Rank held WaFd as of Q3 2020.

Based on LS Investment Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.