FPFS
WBK

First Personal Financial Services’s Westpac Banking Corporation WBK Stock Holding History

First Personal Financial Services’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
-76
Closed -$2K – 544
2015
Q3 		$2K Hold
76
– – ﹤0.01% 416
2015
Q2 		$2K Hold
76
– – ﹤0.01% 427
2015
Q1 		$3K Hold
76
– – ﹤0.01% 410
2014
Q4 		$2K Buy
+76
New +$2.15K ﹤0.01% 393

Other funds holding WBK

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AG
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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

First Personal Financial Services's WBK Position: Q4 2015 in Review

First Personal Financial Services sold out of Westpac Banking Corporation (WBK) in Q4 2015, closing a stake of 76 shares — an estimated $2K sold.

First Personal Financial Services first reported a position in WBK in Q4 2014 and held it in 4 quarters. The position peaked at $3K in Q1 2015. 149 funds tracked by Wall St. Rank hold WBK as of Q4 2015.

  • First Personal Financial Services reported no remaining Westpac Banking Corporation position as of Q4 2015 after selling out during the quarter.
  • First Personal Financial Services sold 76 Westpac Banking Corporation shares in Q4 2015, an estimated $2K.
  • First Personal Financial Services first reported a position in Westpac Banking Corporation in Q4 2014 and held it in 4 quarters.
  • First Personal Financial Services's Westpac Banking Corporation position peaked at $3K in Q1 2015.
  • 149 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2015.

Based on First Personal Financial Services's 13F filing for Q4 2015, filed 26 Jan 2016.