Ramsey Quantitative Systems’s WaFd WAFD Stock Holding History

Ramsey Quantitative Systems’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 Q1	–	Sell	-8,800	Closed	-$235K	–	248
2018 Q4	$235K	Buy	+8,800	New	+$247K	0.28%	130
2018 Q2	–	Sell	-6,969	Closed	-$241K	–	419
2018 Q1	$241K	Hold	6,969	–	–	0.25%	151
2017 Q4	$239K	Buy	+6,969	New	+$239K	0.25%	174
2017 Q2	–	Sell	-14,555	Closed	-$482K	–	247
2017 Q1	$482K	Hold	14,555	–	–	0.55%	64
2016 Q4	$500K	Buy	+14,555	New	+$445K	0.68%	50
2016 Q2	–	Sell	-25,287	Closed	-$573K	–	183
2016 Q1	$573K	Buy	25,287 +1,311	+5%	+$28.4K	0.58%	100
2015 Q4	$571K	Buy	23,976 +662	+3%	+$16.3K	0.6%	84
2015 Q3	$530K	Buy	+23,314	New	+$534K	0.63%	46

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ramsey Quantitative Systems's WAFD Position: Q1 2019 in Review

Ramsey Quantitative Systems sold out of WaFd (WAFD) in Q1 2019, closing a stake of 8,800 shares — an estimated $235K sold.

Ramsey Quantitative Systems first reported a position in WAFD in Q3 2015 and held it in 8 quarters. The position peaked at $573K in Q1 2016. 225 funds tracked by Wall St. Rank hold WAFD as of Q1 2019.

Ramsey Quantitative Systems reported no remaining WaFd position as of Q1 2019 after selling out during the quarter.
Ramsey Quantitative Systems sold 8,800 WaFd shares in Q1 2019, an estimated $235K.
Ramsey Quantitative Systems first reported a position in WaFd in Q3 2015 and held it in 8 quarters.
Ramsey Quantitative Systems's WaFd position peaked at $573K in Q1 2016.
225 funds tracked by Wall St. Rank held WaFd as of Q1 2019.

Based on Ramsey Quantitative Systems's 13F filing for Q1 2019, filed 23 Apr 2019.