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WAFD icon

Natixis’s WaFd WAFD Stock Holding History

Natixis’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
Q2 		– Sell
-5,969
Closed -$205K – 1006
2018
Q1 		$205K Sell
5,969
-321
-5% -$11.4K ﹤0.01% 843
2017
Q4 		$215K Sell
6,290
-10,773
-63% -$370K ﹤0.01% 775
2017
Q3 		$574K Buy
17,063
+10,250
+150% +$333K 0.01% 639
2017
Q2 		$226K Sell
6,813
-2,158
-24% -$71.5K ﹤0.01% 728
2017
Q1 		$297K Buy
8,971
+2,053
+30% +$68.8K ﹤0.01% 700
2016
Q4 		$238K Buy
+6,918
New +$211K ﹤0.01% 735

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Natixis's WAFD Position: Q2 2018 in Review

Natixis sold out of WaFd (WAFD) in Q2 2018, closing a stake of 5,969 shares — an estimated $205K sold.

Natixis first reported a position in WAFD in Q4 2016 and held it in 6 quarters. The position peaked at $574K in Q3 2017. 239 funds tracked by Wall St. Rank hold WAFD as of Q2 2018.

  • Natixis reported no remaining WaFd position as of Q2 2018 after selling out during the quarter.
  • Natixis sold 5,969 WaFd shares in Q2 2018, an estimated $205K.
  • Natixis first reported a position in WaFd in Q4 2016 and held it in 6 quarters.
  • Natixis's WaFd position peaked at $574K in Q3 2017.
  • 239 funds tracked by Wall St. Rank held WaFd as of Q2 2018.

Based on Natixis's 13F filing for Q2 2018, filed 14 Aug 2018.