Winfield Associates’s WaFd WAFD Stock Holding History

Winfield Associates’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 Q3	–	Sell	-133	Closed	-$4K	–	898
2017 Q2	$4K	Buy	+133	New	+$4.41K	﹤0.01%	595

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Winfield Associates's WAFD Position: Q3 2017 in Review

Winfield Associates sold out of WaFd (WAFD) in Q3 2017, closing a stake of 133 shares — an estimated $4K sold.

Winfield Associates first reported a position in WAFD in Q2 2017 and held it in 1 quarter. The position peaked at $4K in Q2 2017. 224 funds tracked by Wall St. Rank hold WAFD as of Q3 2017.

Winfield Associates reported no remaining WaFd position as of Q3 2017 after selling out during the quarter.
Winfield Associates sold 133 WaFd shares in Q3 2017, an estimated $4K.
Winfield Associates first reported a position in WaFd in Q2 2017 and held it in 1 quarter.
Winfield Associates's WaFd position peaked at $4K in Q2 2017.
224 funds tracked by Wall St. Rank held WaFd as of Q3 2017.

Based on Winfield Associates's 13F filing for Q3 2017, filed 6 Nov 2017.