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Secor Capital Advisors’s WaFd WAFD Stock Holding History

Secor Capital 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
2015
Q3 		– Sell
-20,226
Closed -$472K – 617
2015
Q2 		$472K Buy
20,226
+4,711
+30% +$106K 0.17% 221
2015
Q1 		$338K Buy
+15,515
New +$327K 0.13% 282
2014
Q4 		– Sell
-22,887
Closed -$466K – 481
2014
Q3 		$466K Buy
+22,887
New +$489K 0.26% 133

Other funds holding WAFD

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Secor Capital Advisors's WAFD Position: Q3 2015 in Review

Secor Capital Advisors sold out of WaFd (WAFD) in Q3 2015, closing a stake of 20,226 shares — an estimated $472K sold.

Secor Capital Advisors first reported a position in WAFD in Q3 2014 and held it in 3 quarters. The position peaked at $472K in Q2 2015. 188 funds tracked by Wall St. Rank hold WAFD as of Q3 2015.

  • Secor Capital Advisors reported no remaining WaFd position as of Q3 2015 after selling out during the quarter.
  • Secor Capital Advisors sold 20,226 WaFd shares in Q3 2015, an estimated $472K.
  • Secor Capital Advisors first reported a position in WaFd in Q3 2014 and held it in 3 quarters.
  • Secor Capital Advisors's WaFd position peaked at $472K in Q2 2015.
  • 188 funds tracked by Wall St. Rank held WaFd as of Q3 2015.

Based on Secor Capital Advisors's 13F filing for Q3 2015, filed 3 Nov 2015.