Freedom Investment Management’s Westpac Banking Corporation WBK Stock Holding History

Freedom Investment 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 Q1	–	Sell	-8,535	Closed	-$208K	–	1261
2017 Q4	$208K	Sell	8,535 -109	-1%	-$2.69K	0.01%	1032
2017 Q3	$218K	Sell	8,644 -476	-5%	-$12K	0.01%	985
2017 Q2	$213K	Sell	9,120 -6,932	-43%	-$168K	0.01%	959
2017 Q1	$429K	Buy	16,052 +3,347	+26%	+$85.1K	0.03%	601
2016 Q4	$298K	Buy	12,705 +474	+4%	+$11.1K	0.02%	697
2016 Q3	$278K	Buy	+12,231	New	+$278K	0.02%	675
2016 Q2	–	Sell	-8,720	Closed	-$203K	–	942
2016 Q1	$203K	Buy	+8,720	New	+$194K	0.01%	736
2015 Q2	–	Sell	-7,253	Closed	-$217K	–	725
2015 Q1	$217K	Buy	+7,253	New	+$208K	0.02%	571
2014 Q2	–	Sell	-12,190	Closed	-$391K	–	539
2014 Q1	$391K	Buy	12,190 +4,069	+50%	+$119K	0.08%	244
2013 Q4	$236K	Buy	+8,121	New	+$248K	0.06%	343

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Freedom Investment Management's WBK Position: Q1 2018 in Review

Freedom Investment Management sold out of Westpac Banking Corporation (WBK) in Q1 2018, closing a stake of 8,535 shares — an estimated $208K sold.

Freedom Investment Management first reported a position in WBK in Q4 2013 and held it in 10 quarters. The position peaked at $429K in Q1 2017. 178 funds tracked by Wall St. Rank hold WBK as of Q1 2018.

Freedom Investment Management reported no remaining Westpac Banking Corporation position as of Q1 2018 after selling out during the quarter.
Freedom Investment Management sold 8,535 Westpac Banking Corporation shares in Q1 2018, an estimated $208K.
Freedom Investment Management first reported a position in Westpac Banking Corporation in Q4 2013 and held it in 10 quarters.
Freedom Investment Management's Westpac Banking Corporation position peaked at $429K in Q1 2017.
178 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2018.

Based on Freedom Investment Management's 13F filing for Q1 2018, filed 6 Apr 2018.