Valley National Advisers’s WaFd WAFD Stock Holding History

Valley National Advisers’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
2016 Q4	–	Sell	-16	Closed	–	–	755
2016 Q3	$0	Buy	+16	New	+$410	﹤0.01%	732

Other funds holding WAFD

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

FCM

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Valley National Advisers's WAFD Position: Q4 2016 in Review

Valley National Advisers sold out of WaFd (WAFD) in Q4 2016, closing a stake of 16 shares.

Valley National Advisers first reported a position in WAFD in Q3 2016 and held it in 1 quarter. The position peaked at $0 in Q3 2016. 241 funds tracked by Wall St. Rank hold WAFD as of Q4 2016.

Valley National Advisers reported no remaining WaFd position as of Q4 2016 after selling out during the quarter.
Valley National Advisers sold 16 WaFd shares in Q4 2016.
Valley National Advisers first reported a position in WaFd in Q3 2016 and held it in 1 quarter.
Valley National Advisers's WaFd position peaked at $0 in Q3 2016.
241 funds tracked by Wall St. Rank held WaFd as of Q4 2016.

Based on Valley National Advisers's 13F filing for Q4 2016, filed 31 Jan 2017.