LA
WBK

Legacy Advisors’s Westpac Banking Corporation WBK Stock Holding History

Legacy 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
2018
Q3 		– Sell
-1,165
Closed -$26K – 518
2018
Q2 		$26K Buy
+1,165
New +$25.3K 0.02% 240

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Royal Bank of Canada
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legacy Advisors's WBK Position: Q3 2018 in Review

Legacy Advisors sold out of Westpac Banking Corporation (WBK) in Q3 2018, closing a stake of 1,165 shares — an estimated $26K sold.

Legacy Advisors first reported a position in WBK in Q2 2018 and held it in 1 quarter. The position peaked at $26K in Q2 2018. 151 funds tracked by Wall St. Rank hold WBK as of Q3 2018.

  • Legacy Advisors reported no remaining Westpac Banking Corporation position as of Q3 2018 after selling out during the quarter.
  • Legacy Advisors sold 1,165 Westpac Banking Corporation shares in Q3 2018, an estimated $26K.
  • Legacy Advisors first reported a position in Westpac Banking Corporation in Q2 2018 and held it in 1 quarter.
  • Legacy Advisors's Westpac Banking Corporation position peaked at $26K in Q2 2018.
  • 151 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q3 2018.

Based on Legacy Advisors's 13F filing for Q3 2018, filed 18 Oct 2018.