Connor, Clark & Lunn Investment Management (CC&L)
WBK

Connor, Clark & Lunn Investment Management (CC&L)’s Westpac Banking Corporation WBK Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
2020
Q3 		– Sell
-13,335
Closed -$167K – 1213
2020
Q2 		$167K Buy
+13,335
New +$146K ﹤0.01% 917
2018
Q2 		– Sell
-13,300
Closed -$295K – 1152
2018
Q1 		$295K Buy
+13,300
New +$319K ﹤0.01% 621

Other funds holding WBK

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s WBK Position: Q3 2020 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Westpac Banking Corporation (WBK) in Q3 2020, closing a stake of 13,335 shares — an estimated $167K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in WBK in Q1 2018 and held it in 2 quarters. The position peaked at $295K in Q1 2018. 123 funds tracked by Wall St. Rank hold WBK as of Q3 2020.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Westpac Banking Corporation position as of Q3 2020 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 13,335 Westpac Banking Corporation shares in Q3 2020, an estimated $167K.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Westpac Banking Corporation in Q1 2018 and held it in 2 quarters.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Westpac Banking Corporation position peaked at $295K in Q1 2018.
  • 123 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q3 2020.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q3 2020, filed 12 Nov 2020.