Plante Moran Financial Advisors’s Westpac Banking Corporation WBK Stock Holding History

Plante Moran Financial 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 Q3	–	Sell	-2,300	Closed	-$50K	–	889
2018 Q2	$50K	Buy	2,300 +1,000	+77%	+$21.7K	0.03%	327
2018 Q1	$29K	Hold	1,300	–	–	0.02%	445
2017 Q4	$32K	Buy	+1,300	New	+$32.1K	0.02%	426
2015 Q3	–	Sell	-1,000	Closed	-$25K	–	805
2015 Q2	$25K	Buy	+1,000	New	+$27.2K	0.02%	401
2014 Q4	–	Sell	-25	Closed	-$1K	–	901
2014 Q3	$1K	Hold	25	–	–	﹤0.01%	785
2014 Q2	$1K	Buy	+25	New	+$807	﹤0.01%	821

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Plante Moran Financial Advisors's WBK Position: Q3 2018 in Review

Plante Moran Financial Advisors sold out of Westpac Banking Corporation (WBK) in Q3 2018, closing a stake of 2,300 shares — an estimated $50K sold.

Plante Moran Financial Advisors first reported a position in WBK in Q2 2014 and held it in 6 quarters. The position peaked at $50K in Q2 2018. 151 funds tracked by Wall St. Rank hold WBK as of Q3 2018.

Plante Moran Financial Advisors reported no remaining Westpac Banking Corporation position as of Q3 2018 after selling out during the quarter.
Plante Moran Financial Advisors sold 2,300 Westpac Banking Corporation shares in Q3 2018, an estimated $50K.
Plante Moran Financial Advisors first reported a position in Westpac Banking Corporation in Q2 2014 and held it in 6 quarters.
Plante Moran Financial Advisors's Westpac Banking Corporation position peaked at $50K in Q2 2018.
151 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q3 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.