FDx Advisors’s Westpac Banking Corporation WBK Stock Holding History

FDx 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
2018 Q2	–	Sell	-11,050	Closed	-$245K	–	1199
2018 Q1	$245K	Sell	11,050 -154	-1%	-$3.69K	0.01%	1062
2017 Q4	$273K	Sell	11,204 -22,125	-66%	-$547K	0.01%	1083
2017 Q3	$841K	Sell	33,329 -4,360	-12%	-$110K	0.02%	586
2017 Q2	$882K	Buy	37,689 +6,187	+20%	+$150K	0.03%	554
2017 Q1	$842K	Sell	31,502 -2,428	-7%	-$61.8K	0.03%	581
2016 Q4	$797K	Sell	33,930 -1,412	-4%	-$33K	0.02%	601
2016 Q3	$804K	Buy	35,342 +1,057	+3%	+$24K	0.03%	459
2016 Q2	$757K	Buy	34,285 +9,967	+41%	+$223K	0.03%	450
2016 Q1	$566K	Buy	+24,318	New	+$541K	0.03%	539

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 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

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

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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

FDx Advisors's WBK Position: Q2 2018 in Review

FDx Advisors sold out of Westpac Banking Corporation (WBK) in Q2 2018, closing a stake of 11,050 shares — an estimated $245K sold.

FDx Advisors first reported a position in WBK in Q1 2016 and held it in 9 quarters. The position peaked at $882K in Q2 2017. 163 funds tracked by Wall St. Rank hold WBK as of Q2 2018.

FDx Advisors reported no remaining Westpac Banking Corporation position as of Q2 2018 after selling out during the quarter.
FDx Advisors sold 11,050 Westpac Banking Corporation shares in Q2 2018, an estimated $245K.
FDx Advisors first reported a position in Westpac Banking Corporation in Q1 2016 and held it in 9 quarters.
FDx Advisors's Westpac Banking Corporation position peaked at $882K in Q2 2017.
163 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2018.

Based on FDx Advisors's 13F filing for Q2 2018, filed 8 Aug 2018.