KIA
WBK

King Investment Advisors’s Westpac Banking Corporation WBK Stock Holding History

King Investment Advisors’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
-10,555
Closed -$225K – 27
2015
Q3 		$225K Buy
+10,555
New +$247K 1.53% 18

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AG
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Bank of America
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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 $1.18B AUM 28.15% 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

King Investment Advisors's WBK Position: Q4 2015 in Review

King Investment Advisors sold out of Westpac Banking Corporation (WBK) in Q4 2015, closing a stake of 10,555 shares — an estimated $225K sold.

King Investment Advisors first reported a position in WBK in Q3 2015 and held it in 1 quarter. The position peaked at $225K in Q3 2015. 149 funds tracked by Wall St. Rank hold WBK as of Q4 2015.

  • King Investment Advisors reported no remaining Westpac Banking Corporation position as of Q4 2015 after selling out during the quarter.
  • King Investment Advisors sold 10,555 Westpac Banking Corporation shares in Q4 2015, an estimated $225K.
  • King Investment Advisors first reported a position in Westpac Banking Corporation in Q3 2015 and held it in 1 quarter.
  • King Investment Advisors's Westpac Banking Corporation position peaked at $225K in Q3 2015.
  • 149 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2015.

Based on King Investment Advisors's 13F filing for Q4 2015, filed 29 Jan 2016.