AL
WBK

Aspiriant LLC’s Westpac Banking Corporation WBK Stock Holding History

Aspiriant LLC’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
2015
Q4 		– Sell
-10,470
Closed -$259K – 110
2015
Q3 		$259K Hold
10,470
– – 0.02% 90
2015
Q2 		$259K Buy
+10,470
New +$285K 0.03% 95

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PPA
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 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 $481B AUM 30.42% 1-Year Est. Return

Aspiriant LLC's WBK Position: Q4 2015 in Review

Aspiriant LLC sold out of Westpac Banking Corporation (WBK) in Q4 2015, closing a stake of 10,470 shares — an estimated $259K sold.

Aspiriant LLC first reported a position in WBK in Q2 2015 and held it in 2 quarters. The position peaked at $259K in Q3 2015. 149 funds tracked by Wall St. Rank hold WBK as of Q4 2015.

  • Aspiriant LLC reported no remaining Westpac Banking Corporation position as of Q4 2015 after selling out during the quarter.
  • Aspiriant LLC sold 10,470 Westpac Banking Corporation shares in Q4 2015, an estimated $259K.
  • Aspiriant LLC first reported a position in Westpac Banking Corporation in Q2 2015 and held it in 2 quarters.
  • Aspiriant LLC's Westpac Banking Corporation position peaked at $259K in Q3 2015.
  • 149 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2015.

Based on Aspiriant LLC's 13F filing for Q4 2015, filed 8 Feb 2016.