American Trust Investment Advisors’s Westpac Banking Corporation WBK Stock Holding History

American Trust Investment Advisors’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
2020 Q1	–	Sell	-13,715	Closed	-$233K	–	80
2019 Q4	$233K	Hold	13,715	–	–	0.17%	68
2019 Q3	$274K	Hold	13,715	–	–	0.21%	54
2019 Q2	$273K	Buy	+13,715	New	+$263K	0.21%	56
2018 Q1	–	Sell	-8,470	Closed	-$206K	–	84
2017 Q4	$206K	Hold	8,470	–	–	0.16%	78
2017 Q3	$214K	Buy	+8,470	New	+$213K	0.19%	70
2017 Q2	–	Sell	-8,470	Closed	-$226K	–	82
2017 Q1	$226K	Buy	+8,470	New	+$215K	0.2%	63
2016 Q1	–	Sell	-8,240	Closed	-$200K	–	79
2015 Q4	$200K	Buy	+8,240	New	+$187K	0.23%	69
2015 Q2	–	Sell	-6,930	Closed	-$207K	–	80
2015 Q1	$207K	Buy	+6,930	New	+$199K	0.21%	64

Other funds holding WBK

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Athos Capital Hong Kong $324M AUM 16.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

American Trust Investment Advisors's WBK Position: Q1 2020 in Review

American Trust Investment Advisors sold out of Westpac Banking Corporation (WBK) in Q1 2020, closing a stake of 13,715 shares — an estimated $233K sold.

American Trust Investment Advisors first reported a position in WBK in Q1 2015 and held it in 8 quarters. The position peaked at $274K in Q3 2019. 128 funds tracked by Wall St. Rank hold WBK as of Q1 2020.

American Trust Investment Advisors reported no remaining Westpac Banking Corporation position as of Q1 2020 after selling out during the quarter.
American Trust Investment Advisors sold 13,715 Westpac Banking Corporation shares in Q1 2020, an estimated $233K.
American Trust Investment Advisors first reported a position in Westpac Banking Corporation in Q1 2015 and held it in 8 quarters.
American Trust Investment Advisors's Westpac Banking Corporation position peaked at $274K in Q3 2019.
128 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2020.

Based on American Trust Investment Advisors's 13F filing for Q1 2020, filed 15 May 2020.