SCA
WAFD icon

Strategic Capital Alternatives’s WaFd WAFD Stock Holding History

Strategic Capital Alternatives’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
-4,966
Closed -$112K – 486
2015
Q2 		$112K Hold
4,966
– – 0.03% 235
2015
Q1 		$108K Buy
+4,966
New +$105K 0.03% 203
2014
Q4 		– Sell
-2,483
Closed -$51K – 342
2014
Q3 		$51K Buy
+2,483
New +$53.1K 0.02% 232

Other funds holding WAFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $639M AUM 23.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $112B AUM 36.28% 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 $860B AUM 41.15% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Strategic Capital Alternatives's WAFD Position: Q3 2015 in Review

Strategic Capital Alternatives sold out of WaFd (WAFD) in Q3 2015, closing a stake of 4,966 shares — an estimated $112K sold.

Strategic Capital Alternatives first reported a position in WAFD in Q3 2014 and held it in 3 quarters. The position peaked at $112K in Q2 2015. 188 funds tracked by Wall St. Rank hold WAFD as of Q3 2015.

  • Strategic Capital Alternatives reported no remaining WaFd position as of Q3 2015 after selling out during the quarter.
  • Strategic Capital Alternatives sold 4,966 WaFd shares in Q3 2015, an estimated $112K.
  • Strategic Capital Alternatives first reported a position in WaFd in Q3 2014 and held it in 3 quarters.
  • Strategic Capital Alternatives's WaFd position peaked at $112K in Q2 2015.
  • 188 funds tracked by Wall St. Rank held WaFd as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.