Stevens First Principles Investment Advisors’s WaFd WAFD Stock Holding History

Stevens First Principles Investment 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
2019 Q2	$100K	Hold	2,855	–	–	0.06%	77
2019 Q1	$82K	Buy	2,855 +700	+32%	+$20.6K	0.05%	80
2018 Q4	$58K	Hold	2,155	–	–	0.04%	84
2018 Q3	$69K	Buy	2,155 +300	+16%	+$10.1K	0.04%	88
2018 Q2	$61K	Hold	1,855	–	–	0.04%	88
2018 Q1	$64K	Hold	1,855	–	–	0.04%	95
2017 Q4	$64K	Hold	1,855	–	–	0.03%	111
2017 Q3	$62K	Hold	1,855	–	–	0.03%	106
2017 Q2	$62K	Hold	1,855	–	–	0.04%	104
2017 Q1	$61K	Hold	1,855	–	–	0.04%	101
2016 Q4	$64K	Hold	1,855	–	–	0.04%	98
2016 Q3	$49K	Hold	1,855	–	–	0.04%	95
2016 Q2	$45K	Sell	1,855 -45	-2%	-$1.08K	0.03%	91
2016 Q1	$43K	Hold	1,900	–	–	0.03%	88
2015 Q4	$45K	Sell	1,900 -560	-23%	-$13.8K	0.04%	109
2015 Q3	$56K	Hold	2,460	–	–	0.04%	116
2015 Q2	$57K	Buy	2,460 +295	+14%	+$6.61K	0.04%	128
2015 Q1	$47K	Hold	2,165	–	–	0.03%	134
2014 Q4	$48K	Buy	+2,165	New	+$46.3K	0.03%	133

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

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

FCM

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Stevens First Principles Investment Advisors's WAFD Position: Q2 2019 in Review

Stevens First Principles Investment Advisors held its WaFd (WAFD) position steady in Q2 2019 at 2,855 shares worth $100K. The position accounts for 0.06% of the portfolio, ranked #77.

Stevens First Principles Investment Advisors first reported a position in WAFD in Q4 2014 and has held it in 19 quarters since. 218 funds tracked by Wall St. Rank hold WAFD as of Q2 2019.

Stevens First Principles Investment Advisors held 2,855 shares of WaFd worth $100K as of Q2 2019.
Stevens First Principles Investment Advisors left its WaFd share count unchanged in Q2 2019.
WaFd made up 0.06% of Stevens First Principles Investment Advisors's portfolio in Q2 2019, its #77 holding.
Stevens First Principles Investment Advisors first reported a position in WaFd in Q4 2014 and has held it in 19 quarters since.
218 funds tracked by Wall St. Rank held WaFd as of Q2 2019.

Based on Stevens First Principles Investment Advisors's 13F filing for Q2 2019, filed 22 Jul 2019.