United Services Automobile Association’s WaFd WAFD Stock Holding History

United Services Automobile Association’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 Q3	–	Sell	-11,866	Closed	-$414K	–	1717
2019 Q2	$414K	Sell	11,866 -955	-7%	-$30.9K	﹤0.01%	1701
2019 Q1	$370K	Hold	12,821	–	–	﹤0.01%	1777
2018 Q4	$342K	Hold	12,821	–	–	﹤0.01%	1741
2018 Q3	$410K	Sell	12,821 -22,948	-64%	-$772K	﹤0.01%	1772
2018 Q2	$1.17M	Hold	35,769	–	–	﹤0.01%	1304
2018 Q1	$1.24M	Buy	35,769 +9,615	+37%	+$341K	﹤0.01%	1283
2017 Q4	$896K	Buy	26,154 +1,154	+5%	+$39.6K	﹤0.01%	1249
2017 Q3	$841K	Hold	25,000	–	–	﹤0.01%	1226
2017 Q2	$830K	Hold	25,000	–	–	﹤0.01%	1202
2017 Q1	$828K	Buy	25,000 +1,900	+8%	+$63.7K	﹤0.01%	1112
2016 Q4	$793K	Hold	23,100	–	–	﹤0.01%	1138
2016 Q3	$616K	Buy	23,100 +860	+4%	+$22.1K	﹤0.01%	1175
2016 Q2	$540K	Buy	22,240 +450	+2%	+$10.8K	﹤0.01%	1155
2016 Q1	$494K	Hold	21,790	–	–	﹤0.01%	1168
2015 Q4	$519K	Buy	+21,790	New	+$537K	﹤0.01%	1195

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

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

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

FCM

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

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

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

United Services Automobile Association's WAFD Position: Q3 2019 in Review

United Services Automobile Association sold out of WaFd (WAFD) in Q3 2019, closing a stake of 11,866 shares — an estimated $414K sold.

United Services Automobile Association first reported a position in WAFD in Q4 2015 and held it in 15 quarters. The position peaked at $1.24M in Q1 2018. 237 funds tracked by Wall St. Rank hold WAFD as of Q3 2019.

United Services Automobile Association reported no remaining WaFd position as of Q3 2019 after selling out during the quarter.
United Services Automobile Association sold 11,866 WaFd shares in Q3 2019, an estimated $414K.
United Services Automobile Association first reported a position in WaFd in Q4 2015 and held it in 15 quarters.
United Services Automobile Association's WaFd position peaked at $1.24M in Q1 2018.
237 funds tracked by Wall St. Rank held WaFd as of Q3 2019.

Based on United Services Automobile Association's 13F filing for Q3 2019, filed 13 Nov 2019.