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Shepherd Kaplan Krochuk’s WaFd WAFD Stock Holding History

Shepherd Kaplan Krochuk’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
Q1 		– Sell
-8,823
Closed -$210K – 369
2015
Q4 		$210K Buy
+8,823
New +$217K 0.06% 258

Other funds holding WAFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Shepherd Kaplan Krochuk's WAFD Position: Q1 2016 in Review

Shepherd Kaplan Krochuk sold out of WaFd (WAFD) in Q1 2016, closing a stake of 8,823 shares — an estimated $210K sold.

Shepherd Kaplan Krochuk first reported a position in WAFD in Q4 2015 and held it in 1 quarter. The position peaked at $210K in Q4 2015. 202 funds tracked by Wall St. Rank hold WAFD as of Q1 2016.

  • Shepherd Kaplan Krochuk reported no remaining WaFd position as of Q1 2016 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 8,823 WaFd shares in Q1 2016, an estimated $210K.
  • Shepherd Kaplan Krochuk first reported a position in WaFd in Q4 2015 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's WaFd position peaked at $210K in Q4 2015.
  • 202 funds tracked by Wall St. Rank held WaFd as of Q1 2016.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2016, filed 16 May 2016.