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Winton Capital Management’s WaFd WAFD Stock Holding History

Winton Capital 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
2014
Q1 		$1.5M Buy
64,382
+21,217
+49% +$481K 0.01% 497
2013
Q4 		$1M Buy
+43,165
New +$980K 0.01% 537
2013
Q3 		– Sell
-18,912
Closed -$357K – 702
2013
Q2 		$357K Buy
+18,912
New +$325K ﹤0.01% 649

Other funds holding WAFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 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 $552B AUM 44.19% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Winton Capital Management's WAFD Position: Q1 2014 in Review

Winton Capital Management increased its WaFd (WAFD) stake by 49% in Q1 2014, buying an estimated $481K and bringing the position to 64,382 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #497.

Winton Capital Management first reported a position in WAFD in Q2 2013 and has held it in 3 quarters since. 209 funds tracked by Wall St. Rank hold WAFD as of Q1 2014.

  • Winton Capital Management held 64,382 shares of WaFd worth $1.5M as of Q1 2014.
  • Winton Capital Management bought 21,217 WaFd shares in Q1 2014, an estimated $481K.
  • WaFd made up 0.01% of Winton Capital Management's portfolio in Q1 2014, its #497 holding.
  • Winton Capital Management first reported a position in WaFd in Q2 2013 and has held it in 3 quarters since.
  • 209 funds tracked by Wall St. Rank held WaFd as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.