Janney Montgomery Scott
WBK

Janney Montgomery Scott’s Westpac Banking Corporation WBK Stock Holding History

Janney Montgomery Scott’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
2016
Q1 		– Sell
-8,722
Closed -$211K – 1483
2015
Q4 		$211K Sell
8,722
-1,139
-12% -$25.9K 0.01% 1203
2015
Q3 		$208K Sell
9,861
-10,040
-50% -$235K 0.01% 1235
2015
Q2 		$492K Sell
19,901
-624
-3% -$17K 0.01% 1187
2015
Q1 		$614K Buy
20,525
+430
+2% +$12.3K 0.01% 1211
2014
Q4 		$541K Buy
20,095
+1,980
+11% +$56K 0.01% 1265
2014
Q3 		$509K Buy
18,115
+3,079
+20% +$97K 0.01% 1266
2014
Q2 		$483K Buy
15,036
+2,600
+21% +$83.9K 0.01% 1263
2014
Q1 		$399K Sell
12,436
-454
-4% -$13.3K 0.01% 1272
2013
Q4 		$374K Buy
12,890
+2,025
+19% +$61.9K 0.01% 1277
2013
Q3 		$333K Buy
10,865
+1,060
+11% +$30.2K 0.01% 1265
2013
Q2 		$259K Buy
+9,805
New +$298K 0.03% 587

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CAM
Capstone Asset Management Houston, Texas $3.6B AUM 20.21% 1-Year Est. Return

Janney Montgomery Scott's WBK Position: Q1 2016 in Review

Janney Montgomery Scott sold out of Westpac Banking Corporation (WBK) in Q1 2016, closing a stake of 8,722 shares — an estimated $211K sold.

Janney Montgomery Scott first reported a position in WBK in Q2 2013 and held it in 11 quarters. The position peaked at $614K in Q1 2015. 153 funds tracked by Wall St. Rank hold WBK as of Q1 2016.

  • Janney Montgomery Scott reported no remaining Westpac Banking Corporation position as of Q1 2016 after selling out during the quarter.
  • Janney Montgomery Scott sold 8,722 Westpac Banking Corporation shares in Q1 2016, an estimated $211K.
  • Janney Montgomery Scott first reported a position in Westpac Banking Corporation in Q2 2013 and held it in 11 quarters.
  • Janney Montgomery Scott's Westpac Banking Corporation position peaked at $614K in Q1 2015.
  • 153 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2016.

Based on Janney Montgomery Scott's 13F filing for Q1 2016, filed 10 May 2016.