HFS
WBK

HL Financial Services’s Westpac Banking Corporation WBK Stock Holding History

HL Financial Services’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
-31,499
Closed -$630K – 806
2018
Q3 		$630K Buy
+31,499
New +$666K 0.01% 479
2015
Q1 		– Sell
-11,002
Closed -$296K – 721
2014
Q4 		$296K Sell
11,002
-697
-6% -$19.7K 0.01% 554
2014
Q3 		$329K Buy
11,699
+1,611
+16% +$50.7K 0.01% 521
2014
Q2 		$324K Sell
10,088
-2,436
-19% -$78.6K 0.01% 537
2014
Q1 		$402K Buy
+12,524
New +$367K 0.01% 445

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $1.37T AUM 24.88% 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 $481B AUM 30.42% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

HL Financial Services's WBK Position: Q4 2018 in Review

HL Financial Services sold out of Westpac Banking Corporation (WBK) in Q4 2018, closing a stake of 31,499 shares — an estimated $630K sold.

HL Financial Services first reported a position in WBK in Q1 2014 and held it in 5 quarters. The position peaked at $630K in Q3 2018. 159 funds tracked by Wall St. Rank hold WBK as of Q4 2018.

  • HL Financial Services reported no remaining Westpac Banking Corporation position as of Q4 2018 after selling out during the quarter.
  • HL Financial Services sold 31,499 Westpac Banking Corporation shares in Q4 2018, an estimated $630K.
  • HL Financial Services first reported a position in Westpac Banking Corporation in Q1 2014 and held it in 5 quarters.
  • HL Financial Services's Westpac Banking Corporation position peaked at $630K in Q3 2018.
  • 159 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2018.

Based on HL Financial Services's 13F filing for Q4 2018, filed 7 Feb 2019.