Marietta Investment Partners’s Westpac Banking Corporation WBK Stock Holding History

Marietta Investment Partners’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 Q1	–	Sell	-14,040	Closed	-$342K	–	141
2017 Q4	$342K	Hold	14,040	–	–	0.1%	115
2017 Q3	$354K	Sell	14,040 -3,200	-19%	-$80.4K	0.11%	103
2017 Q2	$403K	Hold	17,240	–	–	0.13%	101
2017 Q1	$461K	Hold	17,240	–	–	0.15%	100
2016 Q4	$405K	Buy	17,240 +2,440	+16%	+$57.1K	0.14%	96
2016 Q3	$337K	Buy	14,800 +2,900	+24%	+$65.8K	0.11%	116
2016 Q2	$263K	Sell	11,900 -13,564	-53%	-$304K	0.09%	126
2016 Q1	$592K	Buy	+25,464	New	+$566K	0.24%	86

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Marietta Investment Partners's WBK Position: Q1 2018 in Review

Marietta Investment Partners sold out of Westpac Banking Corporation (WBK) in Q1 2018, closing a stake of 14,040 shares — an estimated $342K sold.

Marietta Investment Partners first reported a position in WBK in Q1 2016 and held it in 8 quarters. The position peaked at $592K in Q1 2016. 178 funds tracked by Wall St. Rank hold WBK as of Q1 2018.

Marietta Investment Partners reported no remaining Westpac Banking Corporation position as of Q1 2018 after selling out during the quarter.
Marietta Investment Partners sold 14,040 Westpac Banking Corporation shares in Q1 2018, an estimated $342K.
Marietta Investment Partners first reported a position in Westpac Banking Corporation in Q1 2016 and held it in 8 quarters.
Marietta Investment Partners's Westpac Banking Corporation position peaked at $592K in Q1 2016.
178 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2018.

Based on Marietta Investment Partners's 13F filing for Q1 2018, filed 14 May 2018.