KLWA
WBK

Kelly Lawrence W & Associates’s Westpac Banking Corporation WBK Stock Holding History

Kelly Lawrence W & Associates’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
Q4 		– Sell
-14,000
Closed -$295K – 171
2015
Q3 		$295K Buy
14,000
+7,000
+100% +$164K 0.07% 75
2015
Q2 		$173K Buy
+7,000
New +$190K 0.03% 93

Other funds holding WBK

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 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 $552B AUM 44.19% 1-Year Est. Return

Kelly Lawrence W & Associates's WBK Position: Q4 2015 in Review

Kelly Lawrence W & Associates sold out of Westpac Banking Corporation (WBK) in Q4 2015, closing a stake of 14,000 shares — an estimated $295K sold.

Kelly Lawrence W & Associates first reported a position in WBK in Q2 2015 and held it in 2 quarters. The position peaked at $295K in Q3 2015. 149 funds tracked by Wall St. Rank hold WBK as of Q4 2015.

  • Kelly Lawrence W & Associates reported no remaining Westpac Banking Corporation position as of Q4 2015 after selling out during the quarter.
  • Kelly Lawrence W & Associates sold 14,000 Westpac Banking Corporation shares in Q4 2015, an estimated $295K.
  • Kelly Lawrence W & Associates first reported a position in Westpac Banking Corporation in Q2 2015 and held it in 2 quarters.
  • Kelly Lawrence W & Associates's Westpac Banking Corporation position peaked at $295K in Q3 2015.
  • 149 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2015.

Based on Kelly Lawrence W & Associates's 13F filing for Q4 2015, filed 16 Feb 2016.