AIS
WBK

American Investment Services’s Westpac Banking Corporation WBK Stock Holding History

American Investment Services’s Portfolio WBK Stock Details WBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-8,204
Closed -$200K – 121
2017
Q4 		$200K Hold
8,204
– – 0.07% 113
2017
Q3 		$207K Buy
+8,204
New +$206K 0.08% 109
2017
Q2 		– Sell
-8,204
Closed -$219K – 115
2017
Q1 		$219K Buy
+8,204
New +$209K 0.09% 100

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AG
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Bank of America
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Royal Bank of Canada
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Investment Services's WBK Position: Q1 2018 in Review

American Investment Services sold out of Westpac Banking Corporation (WBK) in Q1 2018, closing a stake of 8,204 shares — an estimated $200K sold.

American Investment Services first reported a position in WBK in Q1 2017 and held it in 3 quarters. The position peaked at $219K in Q1 2017. 178 funds tracked by Wall St. Rank hold WBK as of Q1 2018.

  • American Investment Services reported no remaining Westpac Banking Corporation position as of Q1 2018 after selling out during the quarter.
  • American Investment Services sold 8,204 Westpac Banking Corporation shares in Q1 2018, an estimated $200K.
  • American Investment Services first reported a position in Westpac Banking Corporation in Q1 2017 and held it in 3 quarters.
  • American Investment Services's Westpac Banking Corporation position peaked at $219K in Q1 2017.
  • 178 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2018.

Based on American Investment Services's 13F filing for Q1 2018, filed 13 Apr 2018.