IPC
WBK

Independent Portfolio Consultants’s Westpac Banking Corporation WBK Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$399K Sell
17,064
-1,672
-9% -$40.6K 0.17% 198
2017
Q1 		$501K Sell
18,736
-1,625
-8% -$41.3K 0.17% 207
2016
Q4 		$478K Sell
20,361
-1,515
-7% -$35.4K 0.16% 220
2016
Q3 		$497K Sell
21,876
-550
-2% -$12.5K 0.16% 232
2016
Q2 		$495K Sell
22,426
-1,150
-5% -$25.8K 0.16% 218
2016
Q1 		$548K Buy
23,576
+1,470
+7% +$32.7K 0.15% 197
2015
Q4 		$536K Sell
22,106
-2,715
-11% -$61.7K 0.16% 181
2015
Q3 		$523K Sell
24,821
-29,184
-54% -$682K 0.11% 240
2015
Q2 		$1.34M Sell
54,005
-490
-0.9% -$13.3K 0.27% 135
2015
Q1 		$1.63M Buy
54,495
+3,525
+7% +$101K 0.33% 103
2014
Q4 		$1.37M Buy
50,970
+31,210
+158% +$882K 0.28% 124
2014
Q3 		$555K Buy
19,760
+3,030
+18% +$95.4K 0.15% 199
2014
Q2 		$537K Buy
16,730
+2,065
+14% +$66.7K 0.15% 214
2014
Q1 		$470K Sell
14,665
-2,775
-16% -$81.4K 0.15% 248
2013
Q4 		$507K Buy
17,440
+1,355
+8% +$41.4K 0.18% 222
2013
Q3 		$493K Buy
16,085
+1,015
+7% +$28.9K 0.2% 206
2013
Q2 		$398K Buy
+15,070
New +$458K 0.18% 246

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Independent Portfolio Consultants's WBK Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Westpac Banking Corporation (WBK) stake by 8.9% in Q2 2017, selling an estimated $40.6K and leaving 17,064 shares worth $399K. The position accounts for 0.17% of the portfolio, ranked #198.

Independent Portfolio Consultants first reported a position in WBK in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.63M in Q1 2015. 154 funds tracked by Wall St. Rank hold WBK as of Q2 2017.

  • Independent Portfolio Consultants held 17,064 shares of Westpac Banking Corporation worth $399K as of Q2 2017.
  • Independent Portfolio Consultants sold 1,672 Westpac Banking Corporation shares in Q2 2017, an estimated $40.6K.
  • Westpac Banking Corporation made up 0.17% of Independent Portfolio Consultants's portfolio in Q2 2017, its #198 holding.
  • Independent Portfolio Consultants first reported a position in Westpac Banking Corporation in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's Westpac Banking Corporation position peaked at $1.63M in Q1 2015.
  • 154 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.