Waratah Capital Advisors’s WaFd WAFD Stock Holding History

Waratah Capital 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
2017 Q1	–	Sell	-27,671	Closed	-$950K	–	204
2016 Q4	$950K	Buy	+27,671	New	+$846K	0.14%	87

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Goldman Sachs New York $871B AUM 31.28% 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

Waratah Capital Advisors's WAFD Position: Q1 2017 in Review

Waratah Capital Advisors sold out of WaFd (WAFD) in Q1 2017, closing a stake of 27,671 shares — an estimated $950K sold.

Waratah Capital Advisors first reported a position in WAFD in Q4 2016 and held it in 1 quarter. The position peaked at $950K in Q4 2016. 225 funds tracked by Wall St. Rank hold WAFD as of Q1 2017.

Waratah Capital Advisors reported no remaining WaFd position as of Q1 2017 after selling out during the quarter.
Waratah Capital Advisors sold 27,671 WaFd shares in Q1 2017, an estimated $950K.
Waratah Capital Advisors first reported a position in WaFd in Q4 2016 and held it in 1 quarter.
Waratah Capital Advisors's WaFd position peaked at $950K in Q4 2016.
225 funds tracked by Wall St. Rank held WaFd as of Q1 2017.

Based on Waratah Capital Advisors's 13F filing for Q1 2017, filed 11 May 2017.