URS
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Utah Retirement Systems’s WaFd WAFD Stock Holding History

Utah Retirement Systems’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
Q2 		– Sell
-18,583
Closed -$433K – 1025
2014
Q1 		$433K Buy
18,583
+100
+0.5% +$2.27K 0.01% 908
2013
Q4 		$431K Hold
18,483
– – 0.01% 908
2013
Q3 		$382K Sell
18,483
-100
-0.5% -$2.13K 0.01% 913
2013
Q2 		$351K Buy
+18,583
New +$319K 0.01% 923

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
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 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
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Utah Retirement Systems's WAFD Position: Q2 2014 in Review

Utah Retirement Systems sold out of WaFd (WAFD) in Q2 2014, closing a stake of 18,583 shares — an estimated $433K sold.

Utah Retirement Systems first reported a position in WAFD in Q2 2013 and held it in 4 quarters. The position peaked at $433K in Q1 2014. 200 funds tracked by Wall St. Rank hold WAFD as of Q2 2014.

  • Utah Retirement Systems reported no remaining WaFd position as of Q2 2014 after selling out during the quarter.
  • Utah Retirement Systems sold 18,583 WaFd shares in Q2 2014, an estimated $433K.
  • Utah Retirement Systems first reported a position in WaFd in Q2 2013 and held it in 4 quarters.
  • Utah Retirement Systems's WaFd position peaked at $433K in Q1 2014.
  • 200 funds tracked by Wall St. Rank held WaFd as of Q2 2014.

Based on Utah Retirement Systems's 13F filing for Q2 2014, filed 8 Aug 2014.