Schroder Investment Management Group
WAFD icon

Schroder Investment Management Group’s WaFd WAFD Stock Holding History

Schroder Investment Management Group’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
Q2 		– Sell
-2,800
Closed -$64K – 1211
2016
Q1 		$64K Buy
+2,800
New +$60.6K ﹤0.01% 1069
2015
Q4 		– Sell
-2,000
Closed -$46K – 1256
2015
Q3 		$46K Sell
2,000
-43,000
-96% -$985K ﹤0.01% 1093
2015
Q2 		$1.05M Sell
45,000
-90,700
-67% -$2.03M ﹤0.01% 910
2015
Q1 		$2.91M Sell
135,700
-410,500
-75% -$8.66M 0.01% 817
2014
Q4 		$12.1M Buy
546,200
+188,600
+53% +$4.04M 0.02% 600
2014
Q3 		$7.28M Buy
357,600
+1,400
+0.4% +$29.9K 0.01% 734
2014
Q2 		$7.99M Buy
356,200
+38,400
+12% +$840K 0.01% 684
2014
Q1 		$7.4M Buy
317,800
+56,000
+21% +$1.27M 0.01% 694
2013
Q4 		$6.1M Sell
261,800
-29,400
-10% -$668K 0.01% 758
2013
Q3 		$6.02M Buy
291,200
+104,500
+56% +$2.22M 0.01% 740
2013
Q2 		$3.52M Buy
+186,700
New +$3.21M 0.01% 808

Other funds holding WAFD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
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
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

Schroder Investment Management Group's WAFD Position: Q2 2016 in Review

Schroder Investment Management Group sold out of WaFd (WAFD) in Q2 2016, closing a stake of 2,800 shares — an estimated $64K sold.

Schroder Investment Management Group first reported a position in WAFD in Q2 2013 and held it in 11 quarters. The position peaked at $12.1M in Q4 2014. 209 funds tracked by Wall St. Rank hold WAFD as of Q2 2016.

  • Schroder Investment Management Group reported no remaining WaFd position as of Q2 2016 after selling out during the quarter.
  • Schroder Investment Management Group sold 2,800 WaFd shares in Q2 2016, an estimated $64K.
  • Schroder Investment Management Group first reported a position in WaFd in Q2 2013 and held it in 11 quarters.
  • Schroder Investment Management Group's WaFd position peaked at $12.1M in Q4 2014.
  • 209 funds tracked by Wall St. Rank held WaFd as of Q2 2016.

Based on Schroder Investment Management Group's 13F filing for Q2 2016, filed 9 Aug 2016.