Lourd Capital’s Westpac Banking Corporation WBK Stock Holding History

Lourd Capital’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 Q4	–	Sell	-23,789	Closed	-$476K	–	359
2018 Q3	$476K	Sell	23,789 -670	-3%	-$14.2K	0.03%	140
2018 Q2	$530K	Sell	24,459 -8,087	-25%	-$176K	0.07%	78
2018 Q1	$722K	Sell	32,546 -1,467	-4%	-$35.2K	0.1%	71
2017 Q4	$829K	Buy	+34,013	New	+$841K	0.05%	84

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

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

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

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 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

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Lourd Capital's WBK Position: Q4 2018 in Review

Lourd Capital sold out of Westpac Banking Corporation (WBK) in Q4 2018, closing a stake of 23,789 shares — an estimated $476K sold.

Lourd Capital first reported a position in WBK in Q4 2017 and held it in 4 quarters. The position peaked at $829K in Q4 2017. 159 funds tracked by Wall St. Rank hold WBK as of Q4 2018.

Lourd Capital reported no remaining Westpac Banking Corporation position as of Q4 2018 after selling out during the quarter.
Lourd Capital sold 23,789 Westpac Banking Corporation shares in Q4 2018, an estimated $476K.
Lourd Capital first reported a position in Westpac Banking Corporation in Q4 2017 and held it in 4 quarters.
Lourd Capital's Westpac Banking Corporation position peaked at $829K in Q4 2017.
159 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2018.

Based on Lourd Capital's 13F filing for Q4 2018, filed 17 Jan 2019.