Avestar Capital’s Westpac Banking Corporation WBK Stock Holding History

Avestar Capital’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
2019 Q3	–	Sell	-1,937	Closed	-$36K	–	980
2019 Q2	$36K	Buy	1,937 +78	+4%	+$1.49K	0.02%	334
2019 Q1	$33K	Buy	1,859 +1,663	+848%	+$31K	0.02%	332
2018 Q4	$3K	Sell	196 -1,348	-87%	-$25.1K	﹤0.01%	613
2018 Q3	$28K	Buy	1,544 +1,000	+184%	+$21.1K	0.02%	336
2018 Q2	$10K	Buy	544 +421	+342%	+$9.14K	0.01%	475
2018 Q1	$5K	Sell	123 -447	-78%	-$10.7K	﹤0.01%	554
2017 Q4	$12K	Buy	+570	New	+$14.1K	0.01%	422

Other funds holding WBK

PPA

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avestar Capital's WBK Position: Q3 2019 in Review

Avestar Capital sold out of Westpac Banking Corporation (WBK) in Q3 2019, closing a stake of 1,937 shares — an estimated $36K sold.

Avestar Capital first reported a position in WBK in Q4 2017 and held it in 7 quarters. The position peaked at $36K in Q2 2019. 149 funds tracked by Wall St. Rank hold WBK as of Q3 2019.

Avestar Capital reported no remaining Westpac Banking Corporation position as of Q3 2019 after selling out during the quarter.
Avestar Capital sold 1,937 Westpac Banking Corporation shares in Q3 2019, an estimated $36K.
Avestar Capital first reported a position in Westpac Banking Corporation in Q4 2017 and held it in 7 quarters.
Avestar Capital's Westpac Banking Corporation position peaked at $36K in Q2 2019.
149 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.