Princeton Alpha Management’s WaFd WAFD Stock Holding History

Princeton Alpha 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
2016 Q1	–	Sell	-12,388	Closed	-$295K	–	954
2015 Q4	$295K	Buy	+12,388	New	+$305K	0.05%	492
2015 Q2	–	Sell	-20,027	Closed	-$437K	–	905
2015 Q1	$437K	Sell	20,027 -6,801	-25%	-$143K	0.09%	305
2014 Q4	$594K	Buy	26,828 +47	+0.2%	+$1.01K	0.17%	168
2014 Q3	$545K	Buy	+26,781	New	+$572K	0.12%	230

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

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

SIM

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Princeton Alpha Management's WAFD Position: Q1 2016 in Review

Princeton Alpha Management sold out of WaFd (WAFD) in Q1 2016, closing a stake of 12,388 shares — an estimated $295K sold.

Princeton Alpha Management first reported a position in WAFD in Q3 2014 and held it in 4 quarters. The position peaked at $594K in Q4 2014. 202 funds tracked by Wall St. Rank hold WAFD as of Q1 2016.

Princeton Alpha Management reported no remaining WaFd position as of Q1 2016 after selling out during the quarter.
Princeton Alpha Management sold 12,388 WaFd shares in Q1 2016, an estimated $295K.
Princeton Alpha Management first reported a position in WaFd in Q3 2014 and held it in 4 quarters.
Princeton Alpha Management's WaFd position peaked at $594K in Q4 2014.
202 funds tracked by Wall St. Rank held WaFd as of Q1 2016.

Based on Princeton Alpha Management's 13F filing for Q1 2016, filed 5 May 2016.