Canada Life
WBK

Canada Life’s Westpac Banking Corporation WBK Stock Holding History

Canada Life’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
2014
Q4 		– Sell
-300
Closed -$9K – 2627
2014
Q3 		$9K Hold
300
– – ﹤0.01% 2410
2014
Q2 		$10K Hold
300
– – ﹤0.01% 2318
2014
Q1 		$9K Hold
300
– – ﹤0.01% 2217
2013
Q4 		$9K Hold
300
– – ﹤0.01% 2213
2013
Q3 		$9K Buy
+300
New +$8.55K ﹤0.01% 1114

Other funds holding WBK

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
CAM
Capstone Asset Management Houston, Texas $3.6B AUM 20.21% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Canada Life's WBK Position: Q4 2014 in Review

Canada Life sold out of Westpac Banking Corporation (WBK) in Q4 2014, closing a stake of 300 shares — an estimated $9K sold.

Canada Life first reported a position in WBK in Q3 2013 and held it in 5 quarters. The position peaked at $10K in Q2 2014. 154 funds tracked by Wall St. Rank hold WBK as of Q4 2014.

  • Canada Life reported no remaining Westpac Banking Corporation position as of Q4 2014 after selling out during the quarter.
  • Canada Life sold 300 Westpac Banking Corporation shares in Q4 2014, an estimated $9K.
  • Canada Life first reported a position in Westpac Banking Corporation in Q3 2013 and held it in 5 quarters.
  • Canada Life's Westpac Banking Corporation position peaked at $10K in Q2 2014.
  • 154 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2014.

Based on Canada Life's 13F filing for Q4 2014, filed 4 Feb 2015.