DIM
WBK

DC Investments Management’s Westpac Banking Corporation WBK Stock Holding History

DC Investments 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
-16,668
Closed -$334K – 342
2018
Q3 		$334K Buy
16,668
+374
+2% +$7.91K 0.23% 252
2018
Q2 		$353K Buy
+16,294
New +$354K 0.22% 272

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
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
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 60.47% 1-Year Est. Return

DC Investments Management's WBK Position: Q4 2018 in Review

DC Investments Management sold out of Westpac Banking Corporation (WBK) in Q4 2018, closing a stake of 16,668 shares — an estimated $334K sold.

DC Investments Management first reported a position in WBK in Q2 2018 and held it in 2 quarters. The position peaked at $353K in Q2 2018. 159 funds tracked by Wall St. Rank hold WBK as of Q4 2018.

  • DC Investments Management reported no remaining Westpac Banking Corporation position as of Q4 2018 after selling out during the quarter.
  • DC Investments Management sold 16,668 Westpac Banking Corporation shares in Q4 2018, an estimated $334K.
  • DC Investments Management first reported a position in Westpac Banking Corporation in Q2 2018 and held it in 2 quarters.
  • DC Investments Management's Westpac Banking Corporation position peaked at $353K in Q2 2018.
  • 159 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2018.

Based on DC Investments Management's 13F filing for Q4 2018, filed 8 Feb 2019.