CS
WBK

Credential Securities’s Westpac Banking Corporation WBK Stock Holding History

Credential Securities’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 		$384K Sell
17,739
-1,225
-6% -$26.6K 0.09% 127
2018
Q1 		$420K Sell
18,964
-14,957
-44% -$358K 0.1% 128
2017
Q4 		$827K Buy
33,921
+78
+0.2% +$1.93K 0.2% 88
2017
Q3 		$853K Buy
33,843
+14,906
+79% +$374K 0.23% 86
2017
Q2 		$444K Sell
18,937
-190
-1% -$4.61K 0.14% 124
2017
Q1 		$510K Buy
19,127
+4,752
+33% +$121K 0.18% 114
2016
Q4 		$337K Sell
14,375
-509
-3% -$11.9K 0.13% 136
2016
Q3 		$338K Buy
14,884
+46
+0.3% +$1.04K 0.15% 137
2016
Q2 		$327K Sell
14,838
-13,836
-48% -$310K 0.17% 134
2016
Q1 		$666K Sell
28,674
-320
-1% -$7.12K 0.39% 81
2015
Q4 		$702K Buy
28,994
+333
+1% +$7.56K 0.46% 71
2015
Q3 		$603K Buy
28,661
+495
+2% +$11.6K 0.42% 74
2015
Q2 		$696K Buy
28,166
+470
+2% +$12.8K 0.44% 69
2015
Q1 		$828K Buy
27,696
+1,704
+7% +$48.9K 0.54% 49
2014
Q4 		$699K Buy
25,992
+1,235
+5% +$34.9K 0.45% 69
2014
Q3 		$684K Buy
24,757
+1,613
+7% +$50.8K 0.46% 61
2014
Q2 		$743K Buy
23,144
+2,132
+10% +$68.8K 0.49% 55
2014
Q1 		$673K Buy
+21,012
New +$616K 0.5% 52

Other funds holding WBK

Northern Trust
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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
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
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Credential Securities's WBK Position: Q2 2018 in Review

Credential Securities reduced its Westpac Banking Corporation (WBK) stake by 6.5% in Q2 2018, selling an estimated $26.6K and leaving 17,739 shares worth $384K. The position accounts for 0.09% of the portfolio, ranked #127.

Credential Securities first reported a position in WBK in Q1 2014 and has held it in 18 quarters since. The position peaked at $853K in Q3 2017. 163 funds tracked by Wall St. Rank hold WBK as of Q2 2018.

  • Credential Securities held 17,739 shares of Westpac Banking Corporation worth $384K as of Q2 2018.
  • Credential Securities sold 1,225 Westpac Banking Corporation shares in Q2 2018, an estimated $26.6K.
  • Westpac Banking Corporation made up 0.09% of Credential Securities's portfolio in Q2 2018, its #127 holding.
  • Credential Securities first reported a position in Westpac Banking Corporation in Q1 2014 and has held it in 18 quarters since.
  • Credential Securities's Westpac Banking Corporation position peaked at $853K in Q3 2017.
  • 163 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.