PCM
WAFD icon

Piermont Capital Management’s WaFd WAFD Stock Holding History

Piermont 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
Q2 		– Sell
-127,460
Closed -$2.78M – 261
2015
Q1 		$2.78M Buy
127,460
+2,130
+2% +$44.9K 0.85% 49
2014
Q4 		$2.78M Sell
125,330
-1,610
-1% -$34.5K 0.99% 38
2014
Q3 		$2.58M Sell
126,940
-550
-0.4% -$11.8K 1% 29
2014
Q2 		$2.86M Buy
+127,490
New +$2.79M 1.12% 16

Other funds holding WAFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $112B AUM 36.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Piermont Capital Management's WAFD Position: Q2 2015 in Review

Piermont Capital Management sold out of WaFd (WAFD) in Q2 2015, closing a stake of 127,460 shares — an estimated $2.78M sold.

Piermont Capital Management first reported a position in WAFD in Q2 2014 and held it in 4 quarters. The position peaked at $2.86M in Q2 2014. 192 funds tracked by Wall St. Rank hold WAFD as of Q2 2015.

  • Piermont Capital Management reported no remaining WaFd position as of Q2 2015 after selling out during the quarter.
  • Piermont Capital Management sold 127,460 WaFd shares in Q2 2015, an estimated $2.78M.
  • Piermont Capital Management first reported a position in WaFd in Q2 2014 and held it in 4 quarters.
  • Piermont Capital Management's WaFd position peaked at $2.86M in Q2 2014.
  • 192 funds tracked by Wall St. Rank held WaFd as of Q2 2015.

Based on Piermont Capital Management's 13F filing for Q2 2015, filed 13 Aug 2015.