CWM
WBK

Cornerstone Wealth Management’s Westpac Banking Corporation WBK Stock Holding History

Cornerstone Wealth 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
2018
Q4 		– Sell
-45,972
Closed -$1.83M – 1327
2018
Q3 		$1.83M Buy
45,972
+14,328
+45% +$303K 0.02% 525
2018
Q2 		$1.48M Buy
+31,644
New +$687K 0.02% 635

Other funds holding WBK

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PPA
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Goldman Sachs
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
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
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Cornerstone Wealth Management's WBK Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Westpac Banking Corporation (WBK) in Q4 2018, closing a stake of 45,972 shares — an estimated $1.83M sold.

Cornerstone Wealth Management first reported a position in WBK in Q2 2018 and held it in 2 quarters. The position peaked at $1.83M in Q3 2018. 159 funds tracked by Wall St. Rank hold WBK as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Westpac Banking Corporation position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 45,972 Westpac Banking Corporation shares in Q4 2018, an estimated $1.83M.
  • Cornerstone Wealth Management first reported a position in Westpac Banking Corporation in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Westpac Banking Corporation position peaked at $1.83M in Q3 2018.
  • 159 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.