Mawer Investment Management’s Westpac Banking Corporation WBK Stock Holding History

Mawer Investment Management’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 Q3	–	Sell	-20,795	Closed	-$414K	–	115
2019 Q2	$414K	Sell	20,795 -5,956	-22%	-$114K	﹤0.01%	106
2019 Q1	$495K	Sell	26,751 -26,446	-50%	-$493K	﹤0.01%	101
2018 Q4	$929K	Sell	53,197 -5,344	-9%	-$99.3K	0.01%	104
2018 Q3	$1.17M	Sell	58,541 -46,023	-44%	-$973K	0.01%	106
2018 Q2	$2.27M	Sell	104,564 -45,045	-30%	-$978K	0.02%	105
2018 Q1	$3.32M	Sell	149,609 -8,495	-5%	-$204K	0.03%	101
2017 Q4	$3.85M	Buy	158,104 +17,479	+12%	+$432K	0.03%	105
2017 Q3	$3.55M	Sell	140,625 -724	-0.5%	-$18.2K	0.03%	102
2017 Q2	$3.31M	Sell	141,349 -797	-0.6%	-$19.3K	0.03%	103
2017 Q1	$3.8M	Buy	+142,146	New	+$3.62M	0.04%	103

Other funds holding WBK

PPA

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $552B AUM 44.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mawer Investment Management's WBK Position: Q3 2019 in Review

Mawer Investment Management sold out of Westpac Banking Corporation (WBK) in Q3 2019, closing a stake of 20,795 shares — an estimated $414K sold.

Mawer Investment Management first reported a position in WBK in Q1 2017 and held it in 10 quarters. The position peaked at $3.85M in Q4 2017. 149 funds tracked by Wall St. Rank hold WBK as of Q3 2019.

Mawer Investment Management reported no remaining Westpac Banking Corporation position as of Q3 2019 after selling out during the quarter.
Mawer Investment Management sold 20,795 Westpac Banking Corporation shares in Q3 2019, an estimated $414K.
Mawer Investment Management first reported a position in Westpac Banking Corporation in Q1 2017 and held it in 10 quarters.
Mawer Investment Management's Westpac Banking Corporation position peaked at $3.85M in Q4 2017.
149 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q3 2019.

Based on Mawer Investment Management's 13F filing for Q3 2019, filed 14 Nov 2019.