CFSG
WBK

Community Financial Services Group’s Westpac Banking Corporation WBK Stock Holding History

Community Financial Services Group’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
2015
Q4 		– Sell
-640
Closed -$13K – 276
2015
Q3 		$13K Hold
640
– – 0.01% 209
2015
Q2 		$16K Hold
640
– – 0.01% 203
2015
Q1 		$19K Buy
640
+320
+100% +$9.18K 0.01% 196
2014
Q4 		$9K Buy
+320
New +$9.05K ﹤0.01% 235

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AG
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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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Community Financial Services Group's WBK Position: Q4 2015 in Review

Community Financial Services Group sold out of Westpac Banking Corporation (WBK) in Q4 2015, closing a stake of 640 shares — an estimated $13K sold.

Community Financial Services Group first reported a position in WBK in Q4 2014 and held it in 4 quarters. The position peaked at $19K in Q1 2015. 149 funds tracked by Wall St. Rank hold WBK as of Q4 2015.

  • Community Financial Services Group reported no remaining Westpac Banking Corporation position as of Q4 2015 after selling out during the quarter.
  • Community Financial Services Group sold 640 Westpac Banking Corporation shares in Q4 2015, an estimated $13K.
  • Community Financial Services Group first reported a position in Westpac Banking Corporation in Q4 2014 and held it in 4 quarters.
  • Community Financial Services Group's Westpac Banking Corporation position peaked at $19K in Q1 2015.
  • 149 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2015.

Based on Community Financial Services Group's 13F filing for Q4 2015, filed 8 Feb 2016.