MIS
WBK

Morningstar Investment Services’s Westpac Banking Corporation WBK Stock Holding History

Morningstar Investment Services’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
-110,714
Closed -$3.22M – 218
2013
Q4 		$3.22M Buy
110,714
+18,226
+20% +$557K 0.24% 91
2013
Q3 		$2.84M Buy
92,488
+34,893
+61% +$995K 0.25% 84
2013
Q2 		$1.52M Buy
+57,595
New +$1.75M 0.16% 106

Other funds holding WBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
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 $552B AUM 44.19% 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

Morningstar Investment Services's WBK Position: Q1 2014 in Review

Morningstar Investment Services sold out of Westpac Banking Corporation (WBK) in Q1 2014, closing a stake of 110,714 shares — an estimated $3.22M sold.

Morningstar Investment Services first reported a position in WBK in Q2 2013 and held it in 3 quarters. The position peaked at $3.22M in Q4 2013. 149 funds tracked by Wall St. Rank hold WBK as of Q1 2014.

  • Morningstar Investment Services reported no remaining Westpac Banking Corporation position as of Q1 2014 after selling out during the quarter.
  • Morningstar Investment Services sold 110,714 Westpac Banking Corporation shares in Q1 2014, an estimated $3.22M.
  • Morningstar Investment Services first reported a position in Westpac Banking Corporation in Q2 2013 and held it in 3 quarters.
  • Morningstar Investment Services's Westpac Banking Corporation position peaked at $3.22M in Q4 2013.
  • 149 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2014.

Based on Morningstar Investment Services's 13F filing for Q1 2014, filed 14 May 2014.