Proficio Capital Partners’s Westpac Banking Corporation WBK Stock Holding History

Proficio Capital Partners’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
2019 Q3	–	Sell	-593	Closed	-$12K	–	1959
2019 Q2	$12K	Buy	+593	New	+$11.4K	﹤0.01%	893
2019 Q1	–	Sell	-1,063	Closed	-$19K	–	1832
2018 Q4	$19K	Sell	1,063 -1,892	-64%	-$35.2K	0.01%	558
2018 Q3	$59K	Sell	2,955 -1,610	-35%	-$34K	0.02%	309
2018 Q2	$99K	Sell	4,565 -1,762	-28%	-$38.2K	0.04%	210
2018 Q1	$140K	Buy	6,327 +1,030	+19%	+$24.7K	0.04%	167
2017 Q4	$129K	Buy	5,297 +35	+0.7%	+$866	0.04%	177
2017 Q3	$133K	Hold	5,262	–	–	0.05%	204
2017 Q2	$134K	Buy	5,262 +958	+22%	+$23.3K	0.06%	211
2017 Q1	$99K	Buy	4,304 +2,224	+107%	+$56.6K	0.04%	253
2016 Q4	$49K	Buy	2,080 +171	+9%	+$4K	0.02%	270
2016 Q3	$43K	Buy	1,909 +427	+29%	+$9.69K	0.02%	295
2016 Q2	$34K	Buy	1,482 +90	+6%	+$2.02K	0.02%	332
2016 Q1	$32K	Buy	1,392 +457	+49%	+$10.2K	0.03%	274
2015 Q4	$23K	Buy	+935	New	+$21.2K	0.02%	182

Other funds holding WBK

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Proficio Capital Partners's WBK Position: Q3 2019 in Review

Proficio Capital Partners sold out of Westpac Banking Corporation (WBK) in Q3 2019, closing a stake of 593 shares — an estimated $12K sold.

Proficio Capital Partners first reported a position in WBK in Q4 2015 and held it in 14 quarters. The position peaked at $140K in Q1 2018. 149 funds tracked by Wall St. Rank hold WBK as of Q3 2019.

Proficio Capital Partners reported no remaining Westpac Banking Corporation position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 593 Westpac Banking Corporation shares in Q3 2019, an estimated $12K.
Proficio Capital Partners first reported a position in Westpac Banking Corporation in Q4 2015 and held it in 14 quarters.
Proficio Capital Partners's Westpac Banking Corporation position peaked at $140K in Q1 2018.
149 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.