FCI
WBK

Financial Counselors Inc’s Westpac Banking Corporation WBK Stock Holding History

Financial Counselors Inc’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
Q4 		– Sell
-14,091
Closed -$355K – 508
2017
Q3 		$355K Sell
14,091
-6,206
-31% -$156K 0.02% 376
2017
Q2 		$475K Sell
20,297
-374
-2% -$9.08K 0.02% 347
2017
Q1 		$552K Buy
20,671
+7,476
+57% +$190K 0.03% 331
2016
Q4 		$310K Buy
+13,195
New +$309K 0.02% 391
2016
Q2 		$210K Buy
+9,487
New +$212K 0.01% 409

Other funds holding WBK

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PPA
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Financial Counselors Inc's WBK Position: Q4 2017 in Review

Financial Counselors Inc sold out of Westpac Banking Corporation (WBK) in Q4 2017, closing a stake of 14,091 shares — an estimated $355K sold.

Financial Counselors Inc first reported a position in WBK in Q2 2016 and held it in 5 quarters. The position peaked at $552K in Q1 2017. 163 funds tracked by Wall St. Rank hold WBK as of Q4 2017.

  • Financial Counselors Inc reported no remaining Westpac Banking Corporation position as of Q4 2017 after selling out during the quarter.
  • Financial Counselors Inc sold 14,091 Westpac Banking Corporation shares in Q4 2017, an estimated $355K.
  • Financial Counselors Inc first reported a position in Westpac Banking Corporation in Q2 2016 and held it in 5 quarters.
  • Financial Counselors Inc's Westpac Banking Corporation position peaked at $552K in Q1 2017.
  • 163 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2017.

Based on Financial Counselors Inc's 13F filing for Q4 2017, filed 12 Feb 2018.