MCM
WBK

McKinley Capital Management’s Westpac Banking Corporation WBK Stock Holding History

McKinley Capital 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
2014
Q1 		– Sell
-1,194
Closed -$35K – 475
2013
Q4 		$35K Buy
+1,194
New +$36.5K ﹤0.01% 390
2013
Q3 		– Sell
-18,055
Closed -$476K – 400
2013
Q2 		$476K Buy
+18,055
New +$549K 0.02% 259

Other funds holding WBK

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AG
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MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.42% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return
CAM
Capstone Asset Management Houston, Texas $3.6B AUM 68.52% 1-Year Est. Return

McKinley Capital Management's WBK Position: Q1 2014 in Review

McKinley Capital Management sold out of Westpac Banking Corporation (WBK) in Q1 2014, closing a stake of 1,194 shares — an estimated $35K sold.

McKinley Capital Management first reported a position in WBK in Q2 2013 and held it in 2 quarters. The position peaked at $476K in Q2 2013. 149 funds tracked by Wall St. Rank hold WBK as of Q1 2014.

  • McKinley Capital Management reported no remaining Westpac Banking Corporation position as of Q1 2014 after selling out during the quarter.
  • McKinley Capital Management sold 1,194 Westpac Banking Corporation shares in Q1 2014, an estimated $35K.
  • McKinley Capital Management first reported a position in Westpac Banking Corporation in Q2 2013 and held it in 2 quarters.
  • McKinley Capital Management's Westpac Banking Corporation position peaked at $476K in Q2 2013.
  • 149 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2014.

Based on McKinley Capital Management's 13F filing for Q1 2014, filed 13 May 2014.