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

Groesbeck 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
2015 Q3	–	Sell	-90,000	Closed	-$2.23M	–	87
2015 Q2	$2.23M	Hold	90,000	–	–	1.07%	33
2015 Q1	$2.69M	Hold	90,000	–	–	1.31%	27
2014 Q4	$2.42M	Hold	90,000	–	–	1.19%	34
2014 Q3	$2.53M	Hold	90,000	–	–	1.2%	34
2014 Q2	$2.89M	Sell	90,000 -50,000	-36%	-$1.61M	1.26%	32
2014 Q1	$4.49M	Hold	140,000	–	–	2.02%	19
2013 Q4	$4.07M	Hold	140,000	–	–	1.69%	26
2013 Q3	$4.29M	Buy	+140,000	New	+$3.99M	1.86%	24

Other funds holding WBK

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CAM

Capstone Asset Management Houston, Texas $3.6B AUM 68.52% 1-Year Est. Return

Groesbeck Investment Management's WBK Position: Q3 2015 in Review

Groesbeck Investment Management sold out of Westpac Banking Corporation (WBK) in Q3 2015, closing a stake of 90,000 shares — an estimated $2.23M sold.

Groesbeck Investment Management first reported a position in WBK in Q3 2013 and held it in 8 quarters. The position peaked at $4.49M in Q1 2014. 156 funds tracked by Wall St. Rank hold WBK as of Q3 2015.

Groesbeck Investment Management reported no remaining Westpac Banking Corporation position as of Q3 2015 after selling out during the quarter.
Groesbeck Investment Management sold 90,000 Westpac Banking Corporation shares in Q3 2015, an estimated $2.23M.
Groesbeck Investment Management first reported a position in Westpac Banking Corporation in Q3 2013 and held it in 8 quarters.
Groesbeck Investment Management's Westpac Banking Corporation position peaked at $4.49M in Q1 2014.
156 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q3 2015.

Based on Groesbeck Investment Management's 13F filing for Q3 2015, filed 16 Nov 2015.