MUFG Americas’s WaFd WAFD Stock Holding History

MUFG Americas’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
2019 Q2	–	Sell	-352	Closed	-$10K	–	912
2019 Q1	$10K	Buy	+352	New	+$10.3K	﹤0.01%	795
2015 Q3	–	Sell	-3,271	Closed	-$76K	–	1246
2015 Q2	$76K	Sell	3,271 -1,200	-27%	-$26.9K	﹤0.01%	555
2015 Q1	$97K	Hold	4,471	–	–	﹤0.01%	564
2014 Q4	$99K	Hold	4,471	–	–	﹤0.01%	571
2014 Q3	$91K	Hold	4,471	–	–	﹤0.01%	590
2014 Q2	$100K	Hold	4,471	–	–	﹤0.01%	574
2014 Q1	$104K	Hold	4,471	–	–	﹤0.01%	565
2013 Q4	$104K	Sell	4,471 -290	-6%	-$6.59K	﹤0.01%	579
2013 Q3	$98K	Buy	4,761 +400	+9%	+$8.5K	﹤0.01%	603
2013 Q2	$82K	Buy	+4,361	New	+$74.9K	﹤0.01%	1074

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

MUFG Americas's WAFD Position: Q2 2019 in Review

MUFG Americas sold out of WaFd (WAFD) in Q2 2019, closing a stake of 352 shares — an estimated $10K sold.

MUFG Americas first reported a position in WAFD in Q2 2013 and held it in 10 quarters. The position peaked at $104K in Q1 2014. 218 funds tracked by Wall St. Rank hold WAFD as of Q2 2019.

MUFG Americas reported no remaining WaFd position as of Q2 2019 after selling out during the quarter.
MUFG Americas sold 352 WaFd shares in Q2 2019, an estimated $10K.
MUFG Americas first reported a position in WaFd in Q2 2013 and held it in 10 quarters.
MUFG Americas's WaFd position peaked at $104K in Q1 2014.
218 funds tracked by Wall St. Rank held WaFd as of Q2 2019.

Based on MUFG Americas's 13F filing for Q2 2019, filed 9 Aug 2019.