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Bellwether Investment Group’s Westamerica Bancorp WABC Stock Holding History

Bellwether Investment Group’s Portfolio WABC Stock Details WABC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-69
Closed -$4K – 605
2017
Q1 		$4K Hold
69
– – 0.01% 666
2016
Q4 		$4K Buy
+69
New +$3.91K ﹤0.01% 833

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American Century Companies
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bellwether Investment Group's WABC Position: Q2 2017 in Review

Bellwether Investment Group sold out of Westamerica Bancorp (WABC) in Q2 2017, closing a stake of 69 shares — an estimated $4K sold.

Bellwether Investment Group first reported a position in WABC in Q4 2016 and held it in 2 quarters. The position peaked at $4K in Q1 2017. 141 funds tracked by Wall St. Rank hold WABC as of Q2 2017.

  • Bellwether Investment Group reported no remaining Westamerica Bancorp position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 69 Westamerica Bancorp shares in Q2 2017, an estimated $4K.
  • Bellwether Investment Group first reported a position in Westamerica Bancorp in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Westamerica Bancorp position peaked at $4K in Q1 2017.
  • 141 funds tracked by Wall St. Rank held Westamerica Bancorp as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.