PWM
WBK

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

Perigon 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
Q1 		– Sell
-2,441
Closed -$63K – 744
2016
Q4 		$63K Hold
2,441
– – 0.01% 335
2016
Q3 		$56K Buy
+2,441
New +$55.4K 0.01% 299

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AG
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Bank of America
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Perigon Wealth Management's WBK Position: Q1 2017 in Review

Perigon Wealth Management sold out of Westpac Banking Corporation (WBK) in Q1 2017, closing a stake of 2,441 shares — an estimated $63K sold.

Perigon Wealth Management first reported a position in WBK in Q3 2016 and held it in 2 quarters. The position peaked at $63K in Q4 2016. 162 funds tracked by Wall St. Rank hold WBK as of Q1 2017.

  • Perigon Wealth Management reported no remaining Westpac Banking Corporation position as of Q1 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 2,441 Westpac Banking Corporation shares in Q1 2017, an estimated $63K.
  • Perigon Wealth Management first reported a position in Westpac Banking Corporation in Q3 2016 and held it in 2 quarters.
  • Perigon Wealth Management's Westpac Banking Corporation position peaked at $63K in Q4 2016.
  • 162 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2017.

Based on Perigon Wealth Management's 13F filing for Q1 2017, filed 6 Jun 2017.