LS
WBK

Lupo Securities’s Westpac Banking Corporation WBK Stock Holding History

Lupo Securities’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
Q2 		– Sell
-543
Closed -$67K – 494
2015
Q1 		$67K Sell
543
-1,958
-78% -$56.2K 0.11% 115
2014
Q4 		$262K Buy
+2,501
New +$70.7K 0.13% 65

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RJA
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OA
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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
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Lupo Securities's WBK Position: Q2 2015 in Review

Lupo Securities sold out of Westpac Banking Corporation (WBK) in Q2 2015, closing a stake of 543 shares — an estimated $67K sold.

Lupo Securities first reported a position in WBK in Q4 2014 and held it in 2 quarters. The position peaked at $262K in Q4 2014. 149 funds tracked by Wall St. Rank hold WBK as of Q2 2015.

  • Lupo Securities reported no remaining Westpac Banking Corporation position as of Q2 2015 after selling out during the quarter.
  • Lupo Securities sold 543 Westpac Banking Corporation shares in Q2 2015, an estimated $67K.
  • Lupo Securities first reported a position in Westpac Banking Corporation in Q4 2014 and held it in 2 quarters.
  • Lupo Securities's Westpac Banking Corporation position peaked at $262K in Q4 2014.
  • 149 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2015.

Based on Lupo Securities's 13F filing for Q2 2015, filed 14 Aug 2015.