ACS
WBK

Archford Capital Strategies’s Westpac Banking Corporation WBK Stock Holding History

Archford Capital Strategies’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
Q2 		– Sell
-1
Closed -$1K – 772
2018
Q1 		$1K Buy
+1
New +$24 ﹤0.01% 645
2017
Q2 		– Sell
-900
Closed -$24K – 734
2017
Q1 		$24K Buy
+900
New +$22.9K 0.01% 348

Other funds holding WBK

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PPA
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Archford Capital Strategies's WBK Position: Q2 2018 in Review

Archford Capital Strategies sold out of Westpac Banking Corporation (WBK) in Q2 2018, closing a stake of 1 share — an estimated $1K sold.

Archford Capital Strategies first reported a position in WBK in Q1 2017 and held it in 2 quarters. The position peaked at $24K in Q1 2017. 163 funds tracked by Wall St. Rank hold WBK as of Q2 2018.

  • Archford Capital Strategies reported no remaining Westpac Banking Corporation position as of Q2 2018 after selling out during the quarter.
  • Archford Capital Strategies sold 1 Westpac Banking Corporation share in Q2 2018, an estimated $1K.
  • Archford Capital Strategies first reported a position in Westpac Banking Corporation in Q1 2017 and held it in 2 quarters.
  • Archford Capital Strategies's Westpac Banking Corporation position peaked at $24K in Q1 2017.
  • 163 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2018.

Based on Archford Capital Strategies's 13F filing for Q2 2018, filed 14 Aug 2018.