Summit Trail Advisors’s WaFd WAFD Stock Holding History

Summit Trail 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
2018 Q1	–	Sell	-32	Closed	-$1K	–	1638
2017 Q4	$1K	Buy	+32	New	+$1.1K	﹤0.01%	1882

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

FCM

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

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Summit Trail Advisors's WAFD Position: Q1 2018 in Review

Summit Trail Advisors sold out of WaFd (WAFD) in Q1 2018, closing a stake of 32 shares — an estimated $1K sold.

Summit Trail Advisors first reported a position in WAFD in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 247 funds tracked by Wall St. Rank hold WAFD as of Q1 2018.

Summit Trail Advisors reported no remaining WaFd position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 32 WaFd shares in Q1 2018, an estimated $1K.
Summit Trail Advisors first reported a position in WaFd in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's WaFd position peaked at $1K in Q4 2017.
247 funds tracked by Wall St. Rank held WaFd as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.