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Rational Advisors’s WaFd WAFD Stock Holding History

Rational Advisors’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
2017
Q3 		– Sell
-7,300
Closed -$242K – 383
2017
Q2 		$242K Sell
7,300
-1,700
-19% -$56.3K 0.15% 166
2017
Q1 		$298K Buy
+9,000
New +$302K 0.2% 131
2013
Q3 		– Sell
-69,500
Closed -$1.31M – 906
2013
Q2 		$1.31M Buy
+69,500
New +$1.19M 0.11% 292

Other funds holding WAFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Rational Advisors's WAFD Position: Q3 2017 in Review

Rational Advisors sold out of WaFd (WAFD) in Q3 2017, closing a stake of 7,300 shares — an estimated $242K sold.

Rational Advisors first reported a position in WAFD in Q2 2013 and held it in 3 quarters. The position peaked at $1.31M in Q2 2013. 224 funds tracked by Wall St. Rank hold WAFD as of Q3 2017.

  • Rational Advisors reported no remaining WaFd position as of Q3 2017 after selling out during the quarter.
  • Rational Advisors sold 7,300 WaFd shares in Q3 2017, an estimated $242K.
  • Rational Advisors first reported a position in WaFd in Q2 2013 and held it in 3 quarters.
  • Rational Advisors's WaFd position peaked at $1.31M in Q2 2013.
  • 224 funds tracked by Wall St. Rank held WaFd as of Q3 2017.

Based on Rational Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.