SRH Advisors’s WaFd WAFD Stock Holding History

SRH 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 Q4	–	Sell	-195	Closed	-$4K	–	261
2015 Q3	$4K	Buy	+195	New	+$4.47K	0.02%	149

Other funds holding WAFD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

SRH Advisors's WAFD Position: Q4 2015 in Review

SRH Advisors sold out of WaFd (WAFD) in Q4 2015, closing a stake of 195 shares — an estimated $4K sold.

SRH Advisors first reported a position in WAFD in Q3 2015 and held it in 1 quarter. The position peaked at $4K in Q3 2015. 218 funds tracked by Wall St. Rank hold WAFD as of Q4 2015.

SRH Advisors reported no remaining WaFd position as of Q4 2015 after selling out during the quarter.
SRH Advisors sold 195 WaFd shares in Q4 2015, an estimated $4K.
SRH Advisors first reported a position in WaFd in Q3 2015 and held it in 1 quarter.
SRH Advisors's WaFd position peaked at $4K in Q3 2015.
218 funds tracked by Wall St. Rank held WaFd as of Q4 2015.

Based on SRH Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.