PIM
WBK

Progressive Investment Management’s Westpac Banking Corporation WBK Stock Holding History

Progressive Investment 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
2015
Q2 		– Sell
-2,346
Closed -$70K – 88
2015
Q1 		$70K Sell
2,346
-550
-19% -$15.8K 0.24% 51
2014
Q4 		$78K Buy
2,896
+303
+12% +$8.57K 0.03% 49
2014
Q3 		$73K Hold
2,593
– – 0.03% 47
2014
Q2 		$83K Buy
2,593
+1,327
+105% +$42.8K 0.03% 42
2014
Q1 		$41K Buy
1,266
+850
+204% +$24.9K 0.01% 44
2013
Q4 		$12K Buy
+416
New +$12.7K ﹤0.01% 52

Other funds holding WBK

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Progressive Investment Management's WBK Position: Q2 2015 in Review

Progressive Investment Management sold out of Westpac Banking Corporation (WBK) in Q2 2015, closing a stake of 2,346 shares — an estimated $70K sold.

Progressive Investment Management first reported a position in WBK in Q4 2013 and held it in 6 quarters. The position peaked at $83K in Q2 2014. 149 funds tracked by Wall St. Rank hold WBK as of Q2 2015.

  • Progressive Investment Management reported no remaining Westpac Banking Corporation position as of Q2 2015 after selling out during the quarter.
  • Progressive Investment Management sold 2,346 Westpac Banking Corporation shares in Q2 2015, an estimated $70K.
  • Progressive Investment Management first reported a position in Westpac Banking Corporation in Q4 2013 and held it in 6 quarters.
  • Progressive Investment Management's Westpac Banking Corporation position peaked at $83K in Q2 2014.
  • 149 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2015.

Based on Progressive Investment Management's 13F filing for Q2 2015, filed 12 Aug 2015.