Zeke Capital Advisors’s WaFd WAFD Stock Holding History

Zeke Capital Advisors’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	-7,151	Closed	-$234K	–	750
2018 Q2	$234K	Hold	7,151	–	–	0.02%	498
2018 Q1	$247K	Hold	7,151	–	–	0.02%	502
2017 Q4	$245K	Buy	+7,151	New	+$245K	0.03%	445

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Zeke Capital Advisors's WAFD Position: Q3 2018 in Review

Zeke Capital Advisors sold out of WaFd (WAFD) in Q3 2018, closing a stake of 7,151 shares — an estimated $234K sold.

Zeke Capital Advisors first reported a position in WAFD in Q4 2017 and held it in 3 quarters. The position peaked at $247K in Q1 2018. 231 funds tracked by Wall St. Rank hold WAFD as of Q3 2018.

Zeke Capital Advisors reported no remaining WaFd position as of Q3 2018 after selling out during the quarter.
Zeke Capital Advisors sold 7,151 WaFd shares in Q3 2018, an estimated $234K.
Zeke Capital Advisors first reported a position in WaFd in Q4 2017 and held it in 3 quarters.
Zeke Capital Advisors's WaFd position peaked at $247K in Q1 2018.
231 funds tracked by Wall St. Rank held WaFd as of Q3 2018.

Based on Zeke Capital Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.