Jones Financial Companies
WBK

Jones Financial Companies’s Westpac Banking Corporation WBK Stock Holding History

Jones Financial Companies’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
2013
Q4 		– Sell
-160
Closed -$5K – 690
2013
Q3 		$5K Hold
160
– – ﹤0.01% 595
2013
Q2 		$4K Buy
+160
New +$4.87K ﹤0.01% 702

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MAA
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AG
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JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CAM
Capstone Asset Management Houston, Texas $3.6B AUM 68.52% 1-Year Est. Return

Jones Financial Companies's WBK Position: Q4 2013 in Review

Jones Financial Companies sold out of Westpac Banking Corporation (WBK) in Q4 2013, closing a stake of 160 shares — an estimated $5K sold.

Jones Financial Companies first reported a position in WBK in Q2 2013 and held it in 2 quarters. The position peaked at $5K in Q3 2013. 142 funds tracked by Wall St. Rank hold WBK as of Q4 2013.

  • Jones Financial Companies reported no remaining Westpac Banking Corporation position as of Q4 2013 after selling out during the quarter.
  • Jones Financial Companies sold 160 Westpac Banking Corporation shares in Q4 2013, an estimated $5K.
  • Jones Financial Companies first reported a position in Westpac Banking Corporation in Q2 2013 and held it in 2 quarters.
  • Jones Financial Companies's Westpac Banking Corporation position peaked at $5K in Q3 2013.
  • 142 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2013.

Based on Jones Financial Companies's 13F filing for Q4 2013, filed 14 Feb 2014.