RWA Wealth Partners’s WaFd WAFD Stock Holding History

RWA Wealth Partners’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 Q4	–	Sell	-6,584	Closed	-$222K	–	257
2017 Q3	$222K	Buy	+6,584	New	+$214K	0.03%	216

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

RWA Wealth Partners's WAFD Position: Q4 2017 in Review

RWA Wealth Partners sold out of WaFd (WAFD) in Q4 2017, closing a stake of 6,584 shares — an estimated $222K sold.

RWA Wealth Partners first reported a position in WAFD in Q3 2017 and held it in 1 quarter. The position peaked at $222K in Q3 2017. 242 funds tracked by Wall St. Rank hold WAFD as of Q4 2017.

RWA Wealth Partners reported no remaining WaFd position as of Q4 2017 after selling out during the quarter.
RWA Wealth Partners sold 6,584 WaFd shares in Q4 2017, an estimated $222K.
RWA Wealth Partners first reported a position in WaFd in Q3 2017 and held it in 1 quarter.
RWA Wealth Partners's WaFd position peaked at $222K in Q3 2017.
242 funds tracked by Wall St. Rank held WaFd as of Q4 2017.

Based on RWA Wealth Partners's 13F filing for Q4 2017, filed 12 Feb 2018.