GCC
WBK

Guardian Capital (Canada)’s Westpac Banking Corporation WBK Stock Holding History

Guardian Capital (Canada)’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
Q3 		– Sell
-113,388
Closed -$2.46M – 199
2018
Q2 		$2.46M Sell
113,388
-10,343
-8% -$224K 0.04% 107
2018
Q1 		$2.74M Sell
123,731
-93,933
-43% -$2.25M 0.05% 110
2017
Q4 		$5.31M Sell
217,664
-8,754
-4% -$216K 0.08% 99
2017
Q3 		$5.71M Buy
226,418
+75,036
+50% +$1.89M 0.08% 109
2017
Q2 		$3.54M Sell
151,382
-6,337
-4% -$154K 0.06% 122
2017
Q1 		$4.21M Buy
157,719
+24,338
+18% +$619K 0.06% 121
2016
Q4 		$3.13M Sell
133,381
-4,309
-3% -$101K 0.05% 119
2016
Q3 		$3.13M Buy
137,690
+2,173
+2% +$49.3K 0.05% 116
2016
Q2 		$2.99M Sell
135,517
-93,516
-41% -$2.09M 0.05% 117
2016
Q1 		$5.33M Buy
229,033
+505
+0.2% +$11.2K 0.09% 100
2015
Q4 		$5.54M Sell
228,528
-3,192
-1% -$72.5K 0.11% 94
2015
Q3 		$4.88M Sell
231,720
-370
-0.2% -$8.64K 0.09% 96
2015
Q2 		$5.74M Buy
232,090
+67,340
+41% +$1.83M 0.1% 96
2015
Q1 		$4.93M Sell
164,750
-7,695
-4% -$221K 0.08% 100
2014
Q4 		$4.64M Sell
172,445
-5,300
-3% -$150K 0.07% 95
2014
Q3 		$5M Buy
177,745
+7,151
+4% +$225K 0.08% 95
2014
Q2 		$5.48M Sell
170,594
-31,024
-15% -$1M 0.08% 98
2014
Q1 		$6.46M Sell
201,618
-27,171
-12% -$797K 0.1% 86
2013
Q4 		$6.65M Sell
228,789
-111,712
-33% -$3.41M 0.11% 86
2013
Q3 		$10.4M Sell
340,501
-99,364
-23% -$2.83M 0.17% 64
2013
Q2 		$11.6M Buy
+439,865
New +$13.4M 0.2% 56

Other funds holding WBK

Northern Trust
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Guardian Capital (Canada)'s WBK Position: Q3 2018 in Review

Guardian Capital (Canada) sold out of Westpac Banking Corporation (WBK) in Q3 2018, closing a stake of 113,388 shares — an estimated $2.46M sold.

Guardian Capital (Canada) first reported a position in WBK in Q2 2013 and held it in 21 quarters. The position peaked at $11.6M in Q2 2013. 151 funds tracked by Wall St. Rank hold WBK as of Q3 2018.

  • Guardian Capital (Canada) reported no remaining Westpac Banking Corporation position as of Q3 2018 after selling out during the quarter.
  • Guardian Capital (Canada) sold 113,388 Westpac Banking Corporation shares in Q3 2018, an estimated $2.46M.
  • Guardian Capital (Canada) first reported a position in Westpac Banking Corporation in Q2 2013 and held it in 21 quarters.
  • Guardian Capital (Canada)'s Westpac Banking Corporation position peaked at $11.6M in Q2 2013.
  • 151 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q3 2018.

Based on Guardian Capital (Canada)'s 13F filing for Q3 2018, filed 13 Nov 2018.