Partnervest Advisory Services’s Westpac Banking Corporation WBK Stock Holding History

Partnervest Advisory 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 Q3	–	Sell	-190	Closed	-$6K	–	1031
2014 Q2	$6K	Hold	190	–	–	﹤0.01%	808
2014 Q1	$6K	Hold	190	–	–	﹤0.01%	782
2013 Q4	$6K	Hold	190	–	–	﹤0.01%	757
2013 Q3	$6K	Hold	190	–	–	﹤0.01%	780
2013 Q2	$5K	Buy	+190	New	+$5.78K	﹤0.01%	757

Other funds holding WBK

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 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 New York $871B AUM 31.28% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Partnervest Advisory Services's WBK Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Westpac Banking Corporation (WBK) in Q3 2014, closing a stake of 190 shares — an estimated $6K sold.

Partnervest Advisory Services first reported a position in WBK in Q2 2013 and held it in 5 quarters. The position peaked at $6K in Q2 2014. 151 funds tracked by Wall St. Rank hold WBK as of Q3 2014.

Partnervest Advisory Services reported no remaining Westpac Banking Corporation position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 190 Westpac Banking Corporation shares in Q3 2014, an estimated $6K.
Partnervest Advisory Services first reported a position in Westpac Banking Corporation in Q2 2013 and held it in 5 quarters.
Partnervest Advisory Services's Westpac Banking Corporation position peaked at $6K in Q2 2014.
151 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.