Cypress Wealth Advisors’s Westpac Banking Corporation WBK Stock Holding History

Cypress Wealth Advisors’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
2017 Q2	–	Sell	-17,206	Closed	-$460K	–	207
2017 Q1	$460K	Buy	17,206 +57	+0.3%	+$1.45K	0.21%	101
2016 Q4	$403K	Buy	17,149 +454	+3%	+$10.6K	0.18%	112
2016 Q3	$380K	Buy	16,695 +3,189	+24%	+$72.4K	0.17%	116
2016 Q2	$298K	Buy	13,506 +383	+3%	+$8.58K	0.15%	135
2016 Q1	$305K	Sell	13,123 -2,417	-16%	-$53.8K	0.14%	130
2015 Q4	$377K	Buy	15,540 +2,288	+17%	+$52K	0.19%	108
2015 Q3	$279K	Buy	+13,252	New	+$310K	0.15%	137

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 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

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

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Cypress Wealth Advisors's WBK Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of Westpac Banking Corporation (WBK) in Q2 2017, closing a stake of 17,206 shares — an estimated $460K sold.

Cypress Wealth Advisors first reported a position in WBK in Q3 2015 and held it in 7 quarters. The position peaked at $460K in Q1 2017. 154 funds tracked by Wall St. Rank hold WBK as of Q2 2017.

Cypress Wealth Advisors reported no remaining Westpac Banking Corporation position as of Q2 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 17,206 Westpac Banking Corporation shares in Q2 2017, an estimated $460K.
Cypress Wealth Advisors first reported a position in Westpac Banking Corporation in Q3 2015 and held it in 7 quarters.
Cypress Wealth Advisors's Westpac Banking Corporation position peaked at $460K in Q1 2017.
154 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.