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WAFD icon

MOTCO’s WaFd WAFD Stock Holding History

MOTCO’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
2016
Q4 		– Sell
-329
Closed -$9K – 656
2016
Q3 		$9K Buy
+329
New +$8.44K ﹤0.01% 481

Other funds holding WAFD

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

MOTCO's WAFD Position: Q4 2016 in Review

MOTCO sold out of WaFd (WAFD) in Q4 2016, closing a stake of 329 shares — an estimated $9K sold.

MOTCO first reported a position in WAFD in Q3 2016 and held it in 1 quarter. The position peaked at $9K in Q3 2016. 241 funds tracked by Wall St. Rank hold WAFD as of Q4 2016.

  • MOTCO reported no remaining WaFd position as of Q4 2016 after selling out during the quarter.
  • MOTCO sold 329 WaFd shares in Q4 2016, an estimated $9K.
  • MOTCO first reported a position in WaFd in Q3 2016 and held it in 1 quarter.
  • MOTCO's WaFd position peaked at $9K in Q3 2016.
  • 241 funds tracked by Wall St. Rank held WaFd as of Q4 2016.

Based on MOTCO's 13F filing for Q4 2016, filed 10 Feb 2017.