Mission Wealth Management’s Westpac Banking Corporation WBK Stock Holding History

Mission Wealth 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
2017 Q2	–	Sell	-7,579	Closed	-$203K	–	205
2017 Q1	$203K	Sell	7,579 -1,185	-14%	-$30.1K	0.04%	179
2016 Q4	$206K	Sell	8,764 -845	-9%	-$19.8K	0.04%	171
2016 Q3	$219K	Hold	9,609	–	–	0.05%	152
2016 Q2	$212K	Sell	9,609 -420	-4%	-$9.41K	0.06%	145
2016 Q1	$233K	Buy	10,029 +975	+11%	+$21.7K	0.06%	133
2015 Q4	$219K	Buy	+9,054	New	+$206K	0.06%	125

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 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

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

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Mission Wealth Management's WBK Position: Q2 2017 in Review

Mission Wealth Management sold out of Westpac Banking Corporation (WBK) in Q2 2017, closing a stake of 7,579 shares — an estimated $203K sold.

Mission Wealth Management first reported a position in WBK in Q4 2015 and held it in 6 quarters. The position peaked at $233K in Q1 2016. 154 funds tracked by Wall St. Rank hold WBK as of Q2 2017.

Mission Wealth Management reported no remaining Westpac Banking Corporation position as of Q2 2017 after selling out during the quarter.
Mission Wealth Management sold 7,579 Westpac Banking Corporation shares in Q2 2017, an estimated $203K.
Mission Wealth Management first reported a position in Westpac Banking Corporation in Q4 2015 and held it in 6 quarters.
Mission Wealth Management's Westpac Banking Corporation position peaked at $233K in Q1 2016.
154 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2017.

Based on Mission Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.