H
WBK

Hexavest’s Westpac Banking Corporation WBK Stock Holding History

Hexavest’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
Q4 		– Sell
-8,050
Closed -$161K – 450
2018
Q3 		$161K Buy
+8,050
New +$170K ﹤0.01% 280
2018
Q1 		– Sell
-3,914
Closed -$95K – 490
2017
Q4 		$95K Buy
+3,914
New +$96.8K ﹤0.01% 374
2017
Q1 		– Sell
-2,701
Closed -$63K – 511
2016
Q4 		$63K Sell
2,701
-19,895
-88% -$465K ﹤0.01% 382
2016
Q3 		$514K Hold
22,596
– – 0.01% 257
2016
Q2 		$499K Hold
22,596
– – 0.01% 276
2016
Q1 		$526K Hold
22,596
– – 0.01% 265
2015
Q4 		$548K Hold
22,596
– – 0.01% 260
2015
Q3 		$476K Hold
22,596
– – 0.01% 251
2015
Q2 		$559K Hold
22,596
– – 0.01% 258
2015
Q1 		$676K Hold
22,596
– – 0.01% 239
2014
Q4 		$608K Sell
22,596
-6,859
-23% -$194K 0.01% 239
2014
Q3 		$828K Sell
29,455
-2,512
-8% -$79.1K 0.01% 246
2014
Q2 		$1.03M Hold
31,967
– – 0.02% 237
2014
Q1 		$1.02M Sell
31,967
-2,605
-8% -$76.4K 0.02% 226
2013
Q4 		$1M Buy
34,572
+10,627
+44% +$325K 0.02% 237
2013
Q3 		$734K Sell
23,945
-8,615
-26% -$246K 0.01% 263
2013
Q2 		$859K Buy
+32,560
New +$991K 0.01% 242

Other funds holding WBK

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

Hexavest's WBK Position: Q4 2018 in Review

Hexavest sold out of Westpac Banking Corporation (WBK) in Q4 2018, closing a stake of 8,050 shares — an estimated $161K sold.

Hexavest first reported a position in WBK in Q2 2013 and held it in 17 quarters. The position peaked at $1.03M in Q2 2014. 159 funds tracked by Wall St. Rank hold WBK as of Q4 2018.

  • Hexavest reported no remaining Westpac Banking Corporation position as of Q4 2018 after selling out during the quarter.
  • Hexavest sold 8,050 Westpac Banking Corporation shares in Q4 2018, an estimated $161K.
  • Hexavest first reported a position in Westpac Banking Corporation in Q2 2013 and held it in 17 quarters.
  • Hexavest's Westpac Banking Corporation position peaked at $1.03M in Q2 2014.
  • 159 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2018.

Based on Hexavest's 13F filing for Q4 2018, filed 10 Jan 2019.