EWM
WBK

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

Evercore 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
2015
Q4 		– Sell
-212
Closed -$4K – 1116
2015
Q3 		$4K Hold
212
– – ﹤0.01% 906
2015
Q2 		$5K Buy
+212
New +$5.77K ﹤0.01% 994
2015
Q1 		– Sell
-513
Closed -$14K – 1079
2014
Q4 		$14K Hold
513
– – ﹤0.01% 716
2014
Q3 		$14K Buy
513
+145
+39% +$4.57K ﹤0.01% 794
2014
Q2 		$12K Buy
+368
New +$11.9K ﹤0.01% 818
2013
Q4 		– Sell
-325
Closed -$10K – 1050
2013
Q3 		$10K Buy
+325
New +$9.26K ﹤0.01% 756

Other funds holding WBK

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 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

Evercore Wealth Management's WBK Position: Q4 2015 in Review

Evercore Wealth Management sold out of Westpac Banking Corporation (WBK) in Q4 2015, closing a stake of 212 shares — an estimated $4K sold.

Evercore Wealth Management first reported a position in WBK in Q3 2013 and held it in 6 quarters. The position peaked at $14K in Q4 2014. 149 funds tracked by Wall St. Rank hold WBK as of Q4 2015.

  • Evercore Wealth Management reported no remaining Westpac Banking Corporation position as of Q4 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 212 Westpac Banking Corporation shares in Q4 2015, an estimated $4K.
  • Evercore Wealth Management first reported a position in Westpac Banking Corporation in Q3 2013 and held it in 6 quarters.
  • Evercore Wealth Management's Westpac Banking Corporation position peaked at $14K in Q4 2014.
  • 149 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2015.

Based on Evercore Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.