MPWT
WBK

MassMutual Private Wealth & Trust’s Westpac Banking Corporation WBK Stock Holding History

MassMutual Private Wealth & Trust’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
2017
Q4 		– Sell
-1,778
Closed -$44.8K – 1006
2017
Q3 		$44.8K Buy
+1,778
New +$44.7K ﹤0.01% 530
2015
Q4 		– Sell
-24
Closed -$675 – 1052
2015
Q3 		$675 Buy
+24
New +$561 ﹤0.01% 778
2014
Q4 		– Sell
-24
Closed -$675 – 853
2014
Q3 		$675 Buy
+24
New +$756 ﹤0.01% 745

Other funds holding WBK

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Renaissance Technologies
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Bank of America
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Royal Bank of Canada
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MassMutual Private Wealth & Trust's WBK Position: Q4 2017 in Review

MassMutual Private Wealth & Trust sold out of Westpac Banking Corporation (WBK) in Q4 2017, closing a stake of 1,778 shares — an estimated $44.8K sold.

MassMutual Private Wealth & Trust first reported a position in WBK in Q3 2014 and held it in 3 quarters. The position peaked at $44.8K in Q3 2017. 163 funds tracked by Wall St. Rank hold WBK as of Q4 2017.

  • MassMutual Private Wealth & Trust reported no remaining Westpac Banking Corporation position as of Q4 2017 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 1,778 Westpac Banking Corporation shares in Q4 2017, an estimated $44.8K.
  • MassMutual Private Wealth & Trust first reported a position in Westpac Banking Corporation in Q3 2014 and held it in 3 quarters.
  • MassMutual Private Wealth & Trust's Westpac Banking Corporation position peaked at $44.8K in Q3 2017.
  • 163 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2017.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2017, filed 21 Feb 2018.