IHT Wealth Management’s Westpac Banking Corporation WBK Stock Holding History

IHT Wealth 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
2018 Q2	–	Sell	-688	Closed	-$15K	–	1657
2018 Q1	$15K	Hold	688	–	–	﹤0.01%	1078
2017 Q4	$17K	Hold	688	–	–	﹤0.01%	1044
2017 Q3	$17K	Hold	688	–	–	0.01%	829
2017 Q2	$45	Hold	688	–	–	0.02%	529
2017 Q1	$18K	Hold	688	–	–	0.01%	693
2016 Q4	$16K	Buy	+688	New	+$16.1K	0.01%	706

Other funds holding WBK

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 Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

IHT Wealth Management's WBK Position: Q2 2018 in Review

IHT Wealth Management sold out of Westpac Banking Corporation (WBK) in Q2 2018, closing a stake of 688 shares — an estimated $15K sold.

IHT Wealth Management first reported a position in WBK in Q4 2016 and held it in 6 quarters. The position peaked at $18K in Q1 2017. 163 funds tracked by Wall St. Rank hold WBK as of Q2 2018.

IHT Wealth Management reported no remaining Westpac Banking Corporation position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 688 Westpac Banking Corporation shares in Q2 2018, an estimated $15K.
IHT Wealth Management first reported a position in Westpac Banking Corporation in Q4 2016 and held it in 6 quarters.
IHT Wealth Management's Westpac Banking Corporation position peaked at $18K in Q1 2017.
163 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.