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Torch Wealth Management’s WaFd WAFD Stock Holding History

Torch Wealth Management’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
2014
Q3 		– Sell
-655
Closed -$15K – 229
2014
Q2 		$15K Hold
655
– – 0.01% 219
2014
Q1 		$15K Hold
655
– – 0.01% 228
2013
Q4 		$15K Buy
+655
New +$14.9K 0.01% 204

Other funds holding WAFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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

Torch Wealth Management's WAFD Position: Q3 2014 in Review

Torch Wealth Management sold out of WaFd (WAFD) in Q3 2014, closing a stake of 655 shares — an estimated $15K sold.

Torch Wealth Management first reported a position in WAFD in Q4 2013 and held it in 3 quarters. The position peaked at $15K in Q2 2014. 184 funds tracked by Wall St. Rank hold WAFD as of Q3 2014.

  • Torch Wealth Management reported no remaining WaFd position as of Q3 2014 after selling out during the quarter.
  • Torch Wealth Management sold 655 WaFd shares in Q3 2014, an estimated $15K.
  • Torch Wealth Management first reported a position in WaFd in Q4 2013 and held it in 3 quarters.
  • Torch Wealth Management's WaFd position peaked at $15K in Q2 2014.
  • 184 funds tracked by Wall St. Rank held WaFd as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.