MYIA
WBK

Mount Yale Investment Advisors’s Westpac Banking Corporation WBK Stock Holding History

Mount Yale Investment Advisors’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
2018
Q2 		– Sell
-1,433
Closed -$32K – 1043
2018
Q1 		$32K Buy
+1,433
New +$34.3K 0.01% 701

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Royal Bank of Canada
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AG
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
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
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
GT
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Mount Yale Investment Advisors's WBK Position: Q2 2018 in Review

Mount Yale Investment Advisors sold out of Westpac Banking Corporation (WBK) in Q2 2018, closing a stake of 1,433 shares — an estimated $32K sold.

Mount Yale Investment Advisors first reported a position in WBK in Q1 2018 and held it in 1 quarter. The position peaked at $32K in Q1 2018. 163 funds tracked by Wall St. Rank hold WBK as of Q2 2018.

  • Mount Yale Investment Advisors reported no remaining Westpac Banking Corporation position as of Q2 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,433 Westpac Banking Corporation shares in Q2 2018, an estimated $32K.
  • Mount Yale Investment Advisors first reported a position in Westpac Banking Corporation in Q1 2018 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Westpac Banking Corporation position peaked at $32K in Q1 2018.
  • 163 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2018, filed 22 Aug 2018.