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Oakbrook Investments’s WaFd WAFD Stock Holding History

Oakbrook Investments’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
2014
Q2 		– Sell
-9,900
Closed -$231K – 649
2014
Q1 		$231K Sell
9,900
-342
-3% -$7.76K 0.01% 547
2013
Q4 		$239K Sell
10,242
-850
-8% -$19.3K 0.01% 538
2013
Q3 		$229K Sell
11,092
-1,600
-13% -$34K 0.01% 541
2013
Q2 		$240K Buy
+12,692
New +$218K 0.01% 593

Other funds holding WAFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 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
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Oakbrook Investments's WAFD Position: Q2 2014 in Review

Oakbrook Investments sold out of WaFd (WAFD) in Q2 2014, closing a stake of 9,900 shares — an estimated $231K sold.

Oakbrook Investments first reported a position in WAFD in Q2 2013 and held it in 4 quarters. The position peaked at $240K in Q2 2013. 200 funds tracked by Wall St. Rank hold WAFD as of Q2 2014.

  • Oakbrook Investments reported no remaining WaFd position as of Q2 2014 after selling out during the quarter.
  • Oakbrook Investments sold 9,900 WaFd shares in Q2 2014, an estimated $231K.
  • Oakbrook Investments first reported a position in WaFd in Q2 2013 and held it in 4 quarters.
  • Oakbrook Investments's WaFd position peaked at $240K in Q2 2013.
  • 200 funds tracked by Wall St. Rank held WaFd as of Q2 2014.

Based on Oakbrook Investments's 13F filing for Q2 2014, filed 17 Jul 2014.