Shelton Capital Management’s WaFd WAFD Stock Holding History

Shelton Capital Management’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 Q4	–	Sell	-5,503	Closed	-$204K	–	876
2019 Q3	$204K	Buy	+5,503	New	+$197K	0.01%	745
2018 Q3	–	Sell	-6,164	Closed	-$202K	–	944
2018 Q2	$202K	Hold	6,164	–	–	0.01%	812
2018 Q1	$213K	Sell	6,164 -617	-9%	-$21.9K	0.01%	751
2017 Q4	$232K	Hold	6,781	–	–	0.01%	744
2017 Q3	$228K	Hold	6,781	–	–	0.02%	725
2017 Q2	$225K	Hold	6,781	–	–	0.02%	756
2017 Q1	$224K	Sell	6,781 -3,478	-34%	-$117K	0.02%	749
2016 Q4	$352K	Hold	10,259	–	–	0.03%	541
2016 Q3	$274K	Hold	10,259	–	–	0.02%	611
2016 Q2	$249K	Hold	10,259	–	–	0.02%	624
2016 Q1	$232K	Hold	10,259	–	–	0.02%	656
2015 Q4	$244K	Hold	10,259	–	–	0.02%	636
2015 Q3	$233K	Hold	10,259	–	–	0.03%	642
2015 Q2	$240K	Hold	10,259	–	–	0.02%	673
2015 Q1	$224K	Hold	10,259	–	–	0.02%	731
2014 Q4	$227K	Sell	10,259 -1,070	-9%	-$22.9K	0.03%	706
2014 Q3	$231K	Hold	11,329	–	–	0.03%	660
2014 Q2	$254K	Hold	11,329	–	–	0.04%	639
2014 Q1	$264K	Hold	11,329	–	–	0.04%	593
2013 Q4	$264K	Sell	11,329 -781	-6%	-$17.7K	0.04%	574
2013 Q3	$250K	Hold	12,110	–	–	0.04%	545
2013 Q2	$229K	Buy	+12,110	New	+$208K	0.04%	550

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Shelton Capital Management's WAFD Position: Q4 2019 in Review

Shelton Capital Management sold out of WaFd (WAFD) in Q4 2019, closing a stake of 5,503 shares — an estimated $204K sold.

Shelton Capital Management first reported a position in WAFD in Q2 2013 and held it in 22 quarters. The position peaked at $352K in Q4 2016. 242 funds tracked by Wall St. Rank hold WAFD as of Q4 2019.

Shelton Capital Management reported no remaining WaFd position as of Q4 2019 after selling out during the quarter.
Shelton Capital Management sold 5,503 WaFd shares in Q4 2019, an estimated $204K.
Shelton Capital Management first reported a position in WaFd in Q2 2013 and held it in 22 quarters.
Shelton Capital Management's WaFd position peaked at $352K in Q4 2016.
242 funds tracked by Wall St. Rank held WaFd as of Q4 2019.

Based on Shelton Capital Management's 13F filing for Q4 2019, filed 11 Feb 2020.