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Sapience Investments’s WaFd WAFD Stock Holding History

Sapience Investments’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
-267,643
Closed -$7.15M – 89
2018
Q4 		$7.15M Sell
267,643
-9,250
-3% -$260K 1.17% 40
2018
Q3 		$8.86M Sell
276,893
-3,400
-1% -$114K 1.08% 43
2018
Q2 		$9.17M Sell
280,293
-8,250
-3% -$271K 1.21% 37
2018
Q1 		$9.98M Buy
288,543
+2,750
+1% +$97.6K 1.37% 30
2017
Q4 		$9.79M Hold
285,793
– – 1.32% 32
2017
Q3 		$9.62M Buy
285,793
+11,130
+4% +$362K 1.34% 33
2017
Q2 		$9.12M Hold
274,663
– – 1.44% 31
2017
Q1 		$9.09M Buy
274,663
+129,550
+89% +$4.34M 1.49% 35
2016
Q4 		$4.99M Buy
+145,113
New +$4.43M 1.53% 30

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sapience Investments's WAFD Position: Q1 2019 in Review

Sapience Investments sold out of WaFd (WAFD) in Q1 2019, closing a stake of 267,643 shares — an estimated $7.15M sold.

Sapience Investments first reported a position in WAFD in Q4 2016 and held it in 9 quarters. The position peaked at $9.98M in Q1 2018. 225 funds tracked by Wall St. Rank hold WAFD as of Q1 2019.

  • Sapience Investments reported no remaining WaFd position as of Q1 2019 after selling out during the quarter.
  • Sapience Investments sold 267,643 WaFd shares in Q1 2019, an estimated $7.15M.
  • Sapience Investments first reported a position in WaFd in Q4 2016 and held it in 9 quarters.
  • Sapience Investments's WaFd position peaked at $9.98M in Q1 2018.
  • 225 funds tracked by Wall St. Rank held WaFd as of Q1 2019.

Based on Sapience Investments's 13F filing for Q1 2019, filed 13 May 2019.