Nine Chapters Capital Management’s WaFd WAFD Stock Holding History

Nine Chapters Capital Management’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
2015 Q4	–	Sell	-10,000	Closed	-$228K	–	539
2015 Q3	$228K	Buy	+10,000	New	+$229K	0.02%	801
2014 Q4	–	Sell	-45,800	Closed	-$932K	–	1208
2014 Q3	$932K	Sell	45,800 -33,600	-42%	-$718K	0.08%	328
2014 Q2	$1.78M	Sell	79,400 -37,300	-32%	-$816K	0.15%	195
2014 Q1	$2.72M	Sell	116,700 -6,400	-5%	-$145K	0.32%	67
2013 Q4	$2.87M	Buy	123,100 +3,500	+3%	+$79.5K	0.29%	87
2013 Q3	$2.47M	Buy	119,600 +63,400	+113%	+$1.35M	0.29%	91
2013 Q2	$1.06M	Buy	+56,200	New	+$965K	0.18%	171

Other funds holding WAFD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Nine Chapters Capital Management's WAFD Position: Q4 2015 in Review

Nine Chapters Capital Management sold out of WaFd (WAFD) in Q4 2015, closing a stake of 10,000 shares — an estimated $228K sold.

Nine Chapters Capital Management first reported a position in WAFD in Q2 2013 and held it in 7 quarters. The position peaked at $2.87M in Q4 2013. 218 funds tracked by Wall St. Rank hold WAFD as of Q4 2015.

Nine Chapters Capital Management reported no remaining WaFd position as of Q4 2015 after selling out during the quarter.
Nine Chapters Capital Management sold 10,000 WaFd shares in Q4 2015, an estimated $228K.
Nine Chapters Capital Management first reported a position in WaFd in Q2 2013 and held it in 7 quarters.
Nine Chapters Capital Management's WaFd position peaked at $2.87M in Q4 2013.
218 funds tracked by Wall St. Rank held WaFd as of Q4 2015.

Based on Nine Chapters Capital Management's 13F filing for Q4 2015.