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

Edge 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 Q3	–	Sell	-185	Closed	-$4K	–	650
2018 Q2	$4K	Hold	185	–	–	﹤0.01%	513
2018 Q1	$4K	Hold	185	–	–	﹤0.01%	479
2017 Q4	$4K	Hold	185	–	–	﹤0.01%	462
2017 Q3	$5K	Hold	185	–	–	﹤0.01%	446
2017 Q2	$4K	Hold	185	–	–	﹤0.01%	456
2017 Q1	$5K	Hold	185	–	–	﹤0.01%	417
2016 Q4	$4K	Hold	185	–	–	﹤0.01%	408
2016 Q3	$4K	Hold	185	–	–	﹤0.01%	411
2016 Q2	$4K	Sell	185 -15	-8%	-$336	﹤0.01%	381
2016 Q1	$5K	Hold	200	–	–	﹤0.01%	346
2015 Q4	$5K	Sell	200 -1,500	-88%	-$34.1K	﹤0.01%	354
2015 Q3	$35K	Hold	1,700	–	–	0.01%	207
2015 Q2	$42K	Hold	1,700	–	–	0.01%	200
2015 Q1	$51K	Buy	1,700 +15	+0.9%	+$430	0.02%	188
2014 Q4	$45K	Buy	+1,685	New	+$47.6K	0.02%	202

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

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

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

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

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

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

Edge Wealth Management's WBK Position: Q3 2018 in Review

Edge Wealth Management sold out of Westpac Banking Corporation (WBK) in Q3 2018, closing a stake of 185 shares — an estimated $4K sold.

Edge Wealth Management first reported a position in WBK in Q4 2014 and held it in 15 quarters. The position peaked at $51K in Q1 2015. 151 funds tracked by Wall St. Rank hold WBK as of Q3 2018.

Edge Wealth Management reported no remaining Westpac Banking Corporation position as of Q3 2018 after selling out during the quarter.
Edge Wealth Management sold 185 Westpac Banking Corporation shares in Q3 2018, an estimated $4K.
Edge Wealth Management first reported a position in Westpac Banking Corporation in Q4 2014 and held it in 15 quarters.
Edge Wealth Management's Westpac Banking Corporation position peaked at $51K in Q1 2015.
151 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q3 2018.

Based on Edge Wealth Management's 13F filing for Q3 2018, filed 22 Oct 2018.