Convergence Investment Partners’s Westpac Banking Corporation WBK Stock Holding History

Convergence Investment Partners’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
2018 Q2	–	Sell	-612	Closed	-$14K	–	1077
2018 Q1	$14K	Buy	+612	New	+$14.7K	﹤0.01%	660
2014 Q2	–	Sell	-8,205	Closed	-$263K	–	471
2014 Q1	$263K	Sell	8,205 -1,787	-18%	-$52.4K	0.04%	312
2013 Q4	$290K	Sell	9,992 -1,259	-11%	-$38.5K	0.05%	314
2013 Q3	$345K	Sell	11,251 -2,229	-17%	-$63.5K	0.07%	226
2013 Q2	$356K	Buy	+13,480	New	+$410K	0.09%	232

Other funds holding WBK

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Convergence Investment Partners's WBK Position: Q2 2018 in Review

Convergence Investment Partners sold out of Westpac Banking Corporation (WBK) in Q2 2018, closing a stake of 612 shares — an estimated $14K sold.

Convergence Investment Partners first reported a position in WBK in Q2 2013 and held it in 5 quarters. The position peaked at $356K in Q2 2013. 163 funds tracked by Wall St. Rank hold WBK as of Q2 2018.

Convergence Investment Partners reported no remaining Westpac Banking Corporation position as of Q2 2018 after selling out during the quarter.
Convergence Investment Partners sold 612 Westpac Banking Corporation shares in Q2 2018, an estimated $14K.
Convergence Investment Partners first reported a position in Westpac Banking Corporation in Q2 2013 and held it in 5 quarters.
Convergence Investment Partners's Westpac Banking Corporation position peaked at $356K in Q2 2013.
163 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2018.

Based on Convergence Investment Partners's 13F filing for Q2 2018, filed 7 Aug 2018.