RIA
WBK

Regal Investment Advisors’s Westpac Banking Corporation WBK Stock Holding History

Regal Investment 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
2019
Q1 		– Sell
-10,125
Closed -$177K – 397
2018
Q4 		$177K Buy
+10,125
New +$188K 0.04% 312
2015
Q4 		– Sell
-6,828
Closed -$143K – 1083
2015
Q3 		$143K Buy
+6,828
New +$160K 0.04% 294

Other funds holding WBK

Northern Trust
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Regal Investment Advisors's WBK Position: Q1 2019 in Review

Regal Investment Advisors sold out of Westpac Banking Corporation (WBK) in Q1 2019, closing a stake of 10,125 shares — an estimated $177K sold.

Regal Investment Advisors first reported a position in WBK in Q3 2015 and held it in 2 quarters. The position peaked at $177K in Q4 2018. 155 funds tracked by Wall St. Rank hold WBK as of Q1 2019.

  • Regal Investment Advisors reported no remaining Westpac Banking Corporation position as of Q1 2019 after selling out during the quarter.
  • Regal Investment Advisors sold 10,125 Westpac Banking Corporation shares in Q1 2019, an estimated $177K.
  • Regal Investment Advisors first reported a position in Westpac Banking Corporation in Q3 2015 and held it in 2 quarters.
  • Regal Investment Advisors's Westpac Banking Corporation position peaked at $177K in Q4 2018.
  • 155 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2019.

Based on Regal Investment Advisors's 13F filing for Q1 2019, filed 9 May 2019.