Martin Capital Partners’s Westpac Banking Corporation WBK Stock Holding History

Martin Capital 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
2019 Q4	–	Sell	-141,231	Closed	-$2.82M	–	63
2019 Q3	$2.82M	Buy	141,231 +3,276	+2%	+$64.1K	1.9%	28
2019 Q2	$2.75M	Sell	137,955 -297	-0.2%	-$5.69K	1.94%	27
2019 Q1	$2.56M	Buy	138,252 +22,236	+19%	+$415K	1.97%	28
2018 Q4	$2.03M	Buy	116,016 +3,418	+3%	+$63.5K	1.87%	27
2018 Q3	$2.25M	Buy	112,598 +3,698	+3%	+$78.2K	2.02%	26
2018 Q2	$2.36M	Sell	108,900 -7,201	-6%	-$156K	2.41%	22
2018 Q1	$2.58M	Buy	116,101 +6,085	+6%	+$146K	2.56%	21
2017 Q4	$2.68M	Buy	+110,016	New	+$2.72M	2.78%	17

Other funds holding WBK

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Martin Capital Partners's WBK Position: Q4 2019 in Review

Martin Capital Partners sold out of Westpac Banking Corporation (WBK) in Q4 2019, closing a stake of 141,231 shares — an estimated $2.82M sold.

Martin Capital Partners first reported a position in WBK in Q4 2017 and held it in 8 quarters. The position peaked at $2.82M in Q3 2019. 146 funds tracked by Wall St. Rank hold WBK as of Q4 2019.

Martin Capital Partners reported no remaining Westpac Banking Corporation position as of Q4 2019 after selling out during the quarter.
Martin Capital Partners sold 141,231 Westpac Banking Corporation shares in Q4 2019, an estimated $2.82M.
Martin Capital Partners first reported a position in Westpac Banking Corporation in Q4 2017 and held it in 8 quarters.
Martin Capital Partners's Westpac Banking Corporation position peaked at $2.82M in Q3 2019.
146 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2019.

Based on Martin Capital Partners's 13F filing for Q4 2019, filed 31 Jan 2020.