WCM Investment Management
WAFD icon

WCM Investment Management’s WaFd WAFD Stock Holding History

WCM Investment 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
2017
Q1 		– Sell
-58,200
Closed -$1.98M – 155
2016
Q4 		$1.98M Sell
58,200
-243,770
-81% -$7.45M 0.02% 90
2016
Q3 		$8.06M Buy
+301,970
New +$7.75M 0.09% 59

Other funds holding WAFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ninety One (UK)
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

WCM Investment Management's WAFD Position: Q1 2017 in Review

WCM Investment Management sold out of WaFd (WAFD) in Q1 2017, closing a stake of 58,200 shares — an estimated $1.98M sold.

WCM Investment Management first reported a position in WAFD in Q3 2016 and held it in 2 quarters. The position peaked at $8.06M in Q3 2016. 225 funds tracked by Wall St. Rank hold WAFD as of Q1 2017.

  • WCM Investment Management reported no remaining WaFd position as of Q1 2017 after selling out during the quarter.
  • WCM Investment Management sold 58,200 WaFd shares in Q1 2017, an estimated $1.98M.
  • WCM Investment Management first reported a position in WaFd in Q3 2016 and held it in 2 quarters.
  • WCM Investment Management's WaFd position peaked at $8.06M in Q3 2016.
  • 225 funds tracked by Wall St. Rank held WaFd as of Q1 2017.

Based on WCM Investment Management's 13F filing for Q1 2017, filed 11 Apr 2017.