Neuburgh Advisers’s WaFd WAFD Stock Holding History

Neuburgh Advisers’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 Q3	$447K	Hold	12,078	–	–	0.01%	490
2019 Q2	$422K	Hold	12,078	–	–	0.01%	506
2019 Q1	$349K	Hold	12,078	–	–	0.01%	537
2018 Q4	$323K	Hold	12,078	–	–	0.01%	515
2018 Q3	$387K	Buy	12,078 +1,562	+15%	+$52.6K	0.01%	543
2018 Q2	$344K	Buy	10,516 +638	+6%	+$21K	0.01%	511
2018 Q1	$342K	Hold	9,878	–	–	0.01%	507
2017 Q4	$338K	Buy	9,878 +1,298	+15%	+$44.6K	0.01%	520
2017 Q3	$289K	Buy	8,580 +814	+10%	+$26.5K	0.01%	514
2017 Q2	$258K	Buy	7,766 +3,366	+77%	+$112K	0.01%	522
2017 Q1	$146K	Buy	4,400 +374	+9%	+$12.5K	0.01%	549
2016 Q4	$138K	Buy	+4,026	New	+$123K	0.01%	531

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

FCM

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

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

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

Neuburgh Advisers's WAFD Position: Q3 2019 in Review

Neuburgh Advisers held its WaFd (WAFD) position steady in Q3 2019 at 12,078 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #490.

Neuburgh Advisers first reported a position in WAFD in Q4 2016 and has held it in 12 quarters since. 237 funds tracked by Wall St. Rank hold WAFD as of Q3 2019.

Neuburgh Advisers held 12,078 shares of WaFd worth $447K as of Q3 2019.
Neuburgh Advisers left its WaFd share count unchanged in Q3 2019.
WaFd made up 0.01% of Neuburgh Advisers's portfolio in Q3 2019, its #490 holding.
Neuburgh Advisers first reported a position in WaFd in Q4 2016 and has held it in 12 quarters since.
237 funds tracked by Wall St. Rank held WaFd as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.