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Neuberger Berman Canada’s WaFd WAFD Stock Holding History

Neuberger Berman Canada’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
2017
Q3 		– Sell
-22,756
Closed -$755K – 362
2017
Q2 		$755K Sell
22,756
-9,113
-29% -$302K 0.14% 209
2017
Q1 		$1.05M Buy
31,869
+24,006
+305% +$804K 0.21% 134
2016
Q4 		$270K Buy
+7,863
New +$240K 0.07% 187

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Neuberger Berman Canada's WAFD Position: Q3 2017 in Review

Neuberger Berman Canada sold out of WaFd (WAFD) in Q3 2017, closing a stake of 22,756 shares — an estimated $755K sold.

Neuberger Berman Canada first reported a position in WAFD in Q4 2016 and held it in 3 quarters. The position peaked at $1.05M in Q1 2017. 224 funds tracked by Wall St. Rank hold WAFD as of Q3 2017.

  • Neuberger Berman Canada reported no remaining WaFd position as of Q3 2017 after selling out during the quarter.
  • Neuberger Berman Canada sold 22,756 WaFd shares in Q3 2017, an estimated $755K.
  • Neuberger Berman Canada first reported a position in WaFd in Q4 2016 and held it in 3 quarters.
  • Neuberger Berman Canada's WaFd position peaked at $1.05M in Q1 2017.
  • 224 funds tracked by Wall St. Rank held WaFd as of Q3 2017.

Based on Neuberger Berman Canada's 13F filing for Q3 2017, filed 3 Nov 2017.