Lenox Wealth Advisors’s Westpac Banking Corporation WBK Stock Holding History

Lenox Wealth 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
2019 Q1	–	Sell	-2,250	Closed	-$39K	–	639
2018 Q4	$39K	Buy	+2,250	New	+$41.8K	0.01%	142
2016 Q4	–	Sell	-2,250	Closed	-$51K	–	208
2016 Q3	$51K	Hold	2,250	–	–	0.02%	84
2016 Q2	$50K	Hold	2,250	–	–	0.01%	86
2016 Q1	$52K	Hold	2,250	–	–	0.02%	88
2015 Q4	$55K	Sell	2,250 -239	-10%	-$5.43K	0.02%	83
2015 Q3	$52K	Hold	2,489	–	–	0.02%	81
2015 Q2	$62K	Hold	2,489	–	–	0.03%	58
2015 Q1	$74K	Hold	2,489	–	–	0.03%	62
2014 Q4	$67K	Hold	2,489	–	–	0.03%	67
2014 Q3	$70K	Hold	2,489	–	–	0.03%	62
2014 Q2	$80K	Buy	2,489 +239	+11%	+$7.72K	0.04%	48
2014 Q1	$72K	Hold	2,250	–	–	0.04%	47
2013 Q4	$65K	Hold	2,250	–	–	0.05%	60
2013 Q3	$69K	Hold	2,250	–	–	0.06%	27
2013 Q2	$59K	Buy	+2,250	New	+$68.5K	0.07%	31

Other funds holding WBK

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lenox Wealth Advisors's WBK Position: Q1 2019 in Review

Lenox Wealth Advisors sold out of Westpac Banking Corporation (WBK) in Q1 2019, closing a stake of 2,250 shares — an estimated $39K sold.

Lenox Wealth Advisors first reported a position in WBK in Q2 2013 and held it in 15 quarters. The position peaked at $80K in Q2 2014. 155 funds tracked by Wall St. Rank hold WBK as of Q1 2019.

Lenox Wealth Advisors reported no remaining Westpac Banking Corporation position as of Q1 2019 after selling out during the quarter.
Lenox Wealth Advisors sold 2,250 Westpac Banking Corporation shares in Q1 2019, an estimated $39K.
Lenox Wealth Advisors first reported a position in Westpac Banking Corporation in Q2 2013 and held it in 15 quarters.
Lenox Wealth Advisors's Westpac Banking Corporation position peaked at $80K in Q2 2014.
155 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2019.

Based on Lenox Wealth Advisors's 13F filing for Q1 2019, filed 9 Apr 2019.