JWM
WBK

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

Jackson 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
2015
Q2 		– Sell
-58,451
Closed -$1.75M – 127
2015
Q1 		$1.75M Buy
+58,451
New +$1.68M 0.56% 59

Other funds holding WBK

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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jackson Wealth Management's WBK Position: Q2 2015 in Review

Jackson Wealth Management sold out of Westpac Banking Corporation (WBK) in Q2 2015, closing a stake of 58,451 shares — an estimated $1.75M sold.

Jackson Wealth Management first reported a position in WBK in Q1 2015 and held it in 1 quarter. The position peaked at $1.75M in Q1 2015. 149 funds tracked by Wall St. Rank hold WBK as of Q2 2015.

  • Jackson Wealth Management reported no remaining Westpac Banking Corporation position as of Q2 2015 after selling out during the quarter.
  • Jackson Wealth Management sold 58,451 Westpac Banking Corporation shares in Q2 2015, an estimated $1.75M.
  • Jackson Wealth Management first reported a position in Westpac Banking Corporation in Q1 2015 and held it in 1 quarter.
  • Jackson Wealth Management's Westpac Banking Corporation position peaked at $1.75M in Q1 2015.
  • 149 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2015.

Based on Jackson Wealth Management's 13F filing for Q2 2015, filed 29 Jul 2015.