CIM
WBK

Calvert Investment Management’s Westpac Banking Corporation WBK Stock Holding History

Calvert Investment Management’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
2017
Q1 		– Sell
-51,578
Closed -$1.21M – 774
2016
Q4 		$1.21M Sell
51,578
-317
-0.6% -$7.41K 0.05% 354
2016
Q3 		$1.18M Sell
51,895
-2,960
-5% -$67.2K 0.04% 360
2016
Q2 		$1.21M Hold
54,855
– – 0.05% 329
2016
Q1 		$1.28M Hold
54,855
– – 0.06% 279
2015
Q4 		$1.33M Sell
54,855
-1,287
-2% -$29.2K 0.06% 256
2015
Q3 		$1.18M Sell
56,142
-92,670
-62% -$2.17M 0.06% 200
2015
Q2 		$3.68M Buy
148,812
+31,484
+27% +$856K 0.16% 123
2015
Q1 		$3.51M Buy
117,328
+11,248
+11% +$323K 0.23% 115
2014
Q4 		$2.85M Buy
106,080
+2,745
+3% +$77.6K 0.2% 127
2014
Q3 		$2.9M Sell
103,335
-21,113
-17% -$665K 0.22% 122
2014
Q2 		$4M Buy
124,448
+3,617
+3% +$117K 0.27% 104
2014
Q1 		$3.87M Buy
120,831
+47,245
+64% +$1.39M 0.27% 99
2013
Q4 		$2.14M Buy
73,586
+47,661
+184% +$1.46M 0.16% 122
2013
Q3 		$795K Hold
25,925
– – 0.1% 170
2013
Q2 		$684K Buy
+25,925
New +$789K 0.09% 170

Other funds holding WBK

Northern Trust
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Calvert Investment Management's WBK Position: Q1 2017 in Review

Calvert Investment Management sold out of Westpac Banking Corporation (WBK) in Q1 2017, closing a stake of 51,578 shares — an estimated $1.21M sold.

Calvert Investment Management first reported a position in WBK in Q2 2013 and held it in 15 quarters. The position peaked at $4M in Q2 2014. 162 funds tracked by Wall St. Rank hold WBK as of Q1 2017.

  • Calvert Investment Management reported no remaining Westpac Banking Corporation position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 51,578 Westpac Banking Corporation shares in Q1 2017, an estimated $1.21M.
  • Calvert Investment Management first reported a position in Westpac Banking Corporation in Q2 2013 and held it in 15 quarters.
  • Calvert Investment Management's Westpac Banking Corporation position peaked at $4M in Q2 2014.
  • 162 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.