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Zebra Capital Management’s WaFd WAFD Stock Holding History

Zebra 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
Q3 		– Sell
-76,104
Closed -$1.71M – 244
2014
Q2 		$1.71M Buy
+76,104
New +$1.66M 0.66% 21
2014
Q1 		– Sell
-9,296
Closed -$217K – 305
2013
Q4 		$217K Sell
9,296
-1,544
-14% -$35.1K 0.11% 237
2013
Q3 		$224K Buy
10,840
+1,806
+20% +$38.4K 0.18% 199
2013
Q2 		$171K Buy
+9,034
New +$155K 0.14% 217

Other funds holding WAFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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 $95.4B AUM 38.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Zebra Capital Management's WAFD Position: Q3 2014 in Review

Zebra Capital Management sold out of WaFd (WAFD) in Q3 2014, closing a stake of 76,104 shares — an estimated $1.71M sold.

Zebra Capital Management first reported a position in WAFD in Q2 2013 and held it in 4 quarters. The position peaked at $1.71M in Q2 2014. 184 funds tracked by Wall St. Rank hold WAFD as of Q3 2014.

  • Zebra Capital Management reported no remaining WaFd position as of Q3 2014 after selling out during the quarter.
  • Zebra Capital Management sold 76,104 WaFd shares in Q3 2014, an estimated $1.71M.
  • Zebra Capital Management first reported a position in WaFd in Q2 2013 and held it in 4 quarters.
  • Zebra Capital Management's WaFd position peaked at $1.71M in Q2 2014.
  • 184 funds tracked by Wall St. Rank held WaFd as of Q3 2014.

Based on Zebra Capital Management's 13F filing for Q3 2014, filed 22 Oct 2014.