PTC
WBK

Private Trust Company’s Westpac Banking Corporation WBK Stock Holding History

Private Trust Company’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
Q4 		– Sell
-196
Closed -$6K – 1737
2014
Q3 		$6K Hold
196
– – ﹤0.01% 1275
2014
Q2 		$6K Hold
196
– – ﹤0.01% 1257
2014
Q1 		$6K Buy
196
+96
+96% +$2.81K ﹤0.01% 1149
2013
Q4 		$3K Hold
100
– – ﹤0.01% 1416
2013
Q3 		$3K Hold
100
– – ﹤0.01% 1366
2013
Q2 		$3K Buy
+100
New +$3.04K ﹤0.01% 1293

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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
CAM
Capstone Asset Management Houston, Texas $3.6B AUM 20.21% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Private Trust Company's WBK Position: Q4 2014 in Review

Private Trust Company sold out of Westpac Banking Corporation (WBK) in Q4 2014, closing a stake of 196 shares — an estimated $6K sold.

Private Trust Company first reported a position in WBK in Q2 2013 and held it in 6 quarters. The position peaked at $6K in Q3 2014. 154 funds tracked by Wall St. Rank hold WBK as of Q4 2014.

  • Private Trust Company reported no remaining Westpac Banking Corporation position as of Q4 2014 after selling out during the quarter.
  • Private Trust Company sold 196 Westpac Banking Corporation shares in Q4 2014, an estimated $6K.
  • Private Trust Company first reported a position in Westpac Banking Corporation in Q2 2013 and held it in 6 quarters.
  • Private Trust Company's Westpac Banking Corporation position peaked at $6K in Q3 2014.
  • 154 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2014.

Based on Private Trust Company's 13F filing for Q4 2014, filed 28 Jan 2015.