Winslow Evans & Crocker’s WaFd WAFD Stock Holding History

Winslow Evans & Crocker’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
2019 Q2	–	Sell	-84	Closed	-$4K	–	1346
2019 Q1	$4K	Hold	84	–	–	﹤0.01%	1059
2018 Q4	$4K	Hold	84	–	–	﹤0.01%	973
2018 Q3	$4K	Hold	84	–	–	﹤0.01%	981
2018 Q2	$4K	Hold	84	–	–	﹤0.01%	994
2018 Q1	$2.91K	Hold	84	–	–	﹤0.01%	975
2017 Q4	$2.88K	Hold	84	–	–	﹤0.01%	992
2017 Q3	$2.83K	Hold	84	–	–	﹤0.01%	992
2017 Q2	$2.79K	Hold	84	–	–	﹤0.01%	1144
2017 Q1	$2.78K	Hold	84	–	–	﹤0.01%	1116
2016 Q4	$2.89K	Hold	84	–	–	﹤0.01%	1108
2016 Q3	$2.24K	Hold	84	–	–	﹤0.01%	1174
2016 Q2	$2.04K	Hold	84	–	–	﹤0.01%	1164
2016 Q1	$1.9K	Hold	84	–	–	﹤0.01%	1174
2015 Q4	$2K	Hold	84	–	–	﹤0.01%	1236
2015 Q3	$1.91K	Hold	84	–	–	﹤0.01%	1181
2015 Q2	$1.96K	Hold	84	–	–	﹤0.01%	1212
2015 Q1	$1.83K	Hold	84	–	–	﹤0.01%	1182
2014 Q4	$1.86K	Hold	84	–	–	﹤0.01%	1204
2014 Q3	$1.71K	Hold	84	–	–	﹤0.01%	1294
2014 Q2	$1.88K	Hold	84	–	–	﹤0.01%	1195
2014 Q1	$1.96K	Hold	84	–	–	﹤0.01%	1172
2013 Q4	$2K	Buy	+84	New	+$1.91K	﹤0.01%	1313

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Winslow Evans & Crocker's WAFD Position: Q2 2019 in Review

Winslow Evans & Crocker sold out of WaFd (WAFD) in Q2 2019, closing a stake of 84 shares — an estimated $4K sold.

Winslow Evans & Crocker first reported a position in WAFD in Q4 2013 and held it in 22 quarters. The position peaked at $4K in Q1 2019. 218 funds tracked by Wall St. Rank hold WAFD as of Q2 2019.

Winslow Evans & Crocker reported no remaining WaFd position as of Q2 2019 after selling out during the quarter.
Winslow Evans & Crocker sold 84 WaFd shares in Q2 2019, an estimated $4K.
Winslow Evans & Crocker first reported a position in WaFd in Q4 2013 and held it in 22 quarters.
Winslow Evans & Crocker's WaFd position peaked at $4K in Q1 2019.
218 funds tracked by Wall St. Rank held WaFd as of Q2 2019.

Based on Winslow Evans & Crocker's 13F filing for Q2 2019, filed 19 Jul 2019.