GG
WBK

Gofen & Glossberg’s Westpac Banking Corporation WBK Stock Holding History

Gofen & Glossberg’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
Q2 		– Sell
-6,700
Closed -$200K – 473
2015
Q1 		$200K Buy
+6,700
New +$192K 0.01% 436
2014
Q3 		– Sell
-6,682
Closed -$215K – 463
2014
Q2 		$215K Hold
6,682
– – 0.01% 408
2014
Q1 		$201K Buy
+6,682
New +$196K 0.01% 414
2013
Q4 		– Sell
-6,610
Closed -$203K – 553
2013
Q3 		$203K Buy
+6,610
New +$188K 0.01% 391

Other funds holding WBK

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gofen & Glossberg's WBK Position: Q2 2015 in Review

Gofen & Glossberg sold out of Westpac Banking Corporation (WBK) in Q2 2015, closing a stake of 6,700 shares — an estimated $200K sold.

Gofen & Glossberg first reported a position in WBK in Q3 2013 and held it in 4 quarters. The position peaked at $215K in Q2 2014. 149 funds tracked by Wall St. Rank hold WBK as of Q2 2015.

  • Gofen & Glossberg reported no remaining Westpac Banking Corporation position as of Q2 2015 after selling out during the quarter.
  • Gofen & Glossberg sold 6,700 Westpac Banking Corporation shares in Q2 2015, an estimated $200K.
  • Gofen & Glossberg first reported a position in Westpac Banking Corporation in Q3 2013 and held it in 4 quarters.
  • Gofen & Glossberg's Westpac Banking Corporation position peaked at $215K in Q2 2014.
  • 149 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2015.

Based on Gofen & Glossberg's 13F filing for Q2 2015, filed 16 Jul 2015.