BDO Wealth Advisors’s Westpac Banking Corporation WBK Stock Holding History

BDO Wealth 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
2018 Q4	–	Sell	-1,216	Closed	-$24K	–	663
2018 Q3	$24K	Buy	1,216 +37	+3%	+$782	0.01%	366
2018 Q2	$26K	Hold	1,179	–	–	0.01%	362
2018 Q1	$26K	Buy	+1,179	New	+$28.3K	0.01%	306
2017 Q3	–	Sell	-1,113	Closed	-$26K	–	587
2017 Q2	$26K	Buy	+1,113	New	+$27K	0.01%	284

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

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

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

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 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

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

BDO Wealth Advisors's WBK Position: Q4 2018 in Review

BDO Wealth Advisors sold out of Westpac Banking Corporation (WBK) in Q4 2018, closing a stake of 1,216 shares — an estimated $24K sold.

BDO Wealth Advisors first reported a position in WBK in Q2 2017 and held it in 4 quarters. The position peaked at $26K in Q2 2018. 159 funds tracked by Wall St. Rank hold WBK as of Q4 2018.

BDO Wealth Advisors reported no remaining Westpac Banking Corporation position as of Q4 2018 after selling out during the quarter.
BDO Wealth Advisors sold 1,216 Westpac Banking Corporation shares in Q4 2018, an estimated $24K.
BDO Wealth Advisors first reported a position in Westpac Banking Corporation in Q2 2017 and held it in 4 quarters.
BDO Wealth Advisors's Westpac Banking Corporation position peaked at $26K in Q2 2018.
159 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2018.

Based on BDO Wealth Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.