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Yorktown Management & Research Company’s WaFd WAFD Stock Holding History

Yorktown Management & Research Company’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
2018
Q3 		– Sell
-7,800
Closed -$255K – 374
2018
Q2 		$255K Hold
7,800
– – 0.07% 309
2018
Q1 		$270K Hold
7,800
– – 0.08% 307
2017
Q4 		$267K Hold
7,800
– – 0.08% 324
2017
Q3 		$262K Hold
7,800
– – 0.07% 303
2017
Q2 		$259K Hold
7,800
– – 0.08% 217
2017
Q1 		$258K Hold
7,800
– – 0.07% 244
2016
Q4 		$268K Sell
7,800
-7,000
-47% -$214K 0.07% 198
2016
Q3 		$395K Hold
14,800
– – 0.09% 95
2016
Q2 		$359K Hold
14,800
– – 0.08% 124
2016
Q1 		$335K Buy
+14,800
New +$320K 0.07% 172

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Yorktown Management & Research Company's WAFD Position: Q3 2018 in Review

Yorktown Management & Research Company sold out of WaFd (WAFD) in Q3 2018, closing a stake of 7,800 shares — an estimated $255K sold.

Yorktown Management & Research Company first reported a position in WAFD in Q1 2016 and held it in 10 quarters. The position peaked at $395K in Q3 2016. 231 funds tracked by Wall St. Rank hold WAFD as of Q3 2018.

  • Yorktown Management & Research Company reported no remaining WaFd position as of Q3 2018 after selling out during the quarter.
  • Yorktown Management & Research Company sold 7,800 WaFd shares in Q3 2018, an estimated $255K.
  • Yorktown Management & Research Company first reported a position in WaFd in Q1 2016 and held it in 10 quarters.
  • Yorktown Management & Research Company's WaFd position peaked at $395K in Q3 2016.
  • 231 funds tracked by Wall St. Rank held WaFd as of Q3 2018.

Based on Yorktown Management & Research Company's 13F filing for Q3 2018, filed 8 Nov 2018.