Whittier Trust’s WaFd WAFD Stock Holding History

Whittier Trust’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 Q2	–	Sell	-166	Closed	-$5K	–	1334
2017 Q1	$5K	Buy	+166	New	+$5.56K	﹤0.01%	1155
2013 Q4	–	Sell	-7,069	Closed	-$146K	–	1104
2013 Q3	$146K	Hold	7,069	–	–	0.01%	484
2013 Q2	$133K	Buy	+7,069	New	+$121K	0.01%	487

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FCM

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

SFM

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

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

Whittier Trust's WAFD Position: Q2 2017 in Review

Whittier Trust sold out of WaFd (WAFD) in Q2 2017, closing a stake of 166 shares — an estimated $5K sold.

Whittier Trust first reported a position in WAFD in Q2 2013 and held it in 3 quarters. The position peaked at $146K in Q3 2013. 226 funds tracked by Wall St. Rank hold WAFD as of Q2 2017.

Whittier Trust reported no remaining WaFd position as of Q2 2017 after selling out during the quarter.
Whittier Trust sold 166 WaFd shares in Q2 2017, an estimated $5K.
Whittier Trust first reported a position in WaFd in Q2 2013 and held it in 3 quarters.
Whittier Trust's WaFd position peaked at $146K in Q3 2013.
226 funds tracked by Wall St. Rank held WaFd as of Q2 2017.

Based on Whittier Trust's 13F filing for Q2 2017, filed 20 Jul 2017.