BWA
WBK

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

Burt 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
2016
Q2 		– Sell
-112
Closed -$3K – 630
2016
Q1 		$3K Buy
+112
New +$2.49K ﹤0.01% 441

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Burt Wealth Advisors's WBK Position: Q2 2016 in Review

Burt Wealth Advisors sold out of Westpac Banking Corporation (WBK) in Q2 2016, closing a stake of 112 shares — an estimated $3K sold.

Burt Wealth Advisors first reported a position in WBK in Q1 2016 and held it in 1 quarter. The position peaked at $3K in Q1 2016. 152 funds tracked by Wall St. Rank hold WBK as of Q2 2016.

  • Burt Wealth Advisors reported no remaining Westpac Banking Corporation position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 112 Westpac Banking Corporation shares in Q2 2016, an estimated $3K.
  • Burt Wealth Advisors first reported a position in Westpac Banking Corporation in Q1 2016 and held it in 1 quarter.
  • Burt Wealth Advisors's Westpac Banking Corporation position peaked at $3K in Q1 2016.
  • 152 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.