Rehmann Capital Advisory Group’s Westpac Banking Corporation WBK Stock Holding History

Rehmann Capital Advisory Group’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	$7.3K	Hold	365	–	–	﹤0.01%	1122
2019 Q2	$7.27K	Hold	365	–	–	﹤0.01%	1441
2019 Q1	$6.75K	Buy	365 +3	+0.8%	+$56	﹤0.01%	1443
2018 Q4	$6.32K	Sell	362 -171	-32%	-$3.18K	﹤0.01%	1182
2018 Q3	$10.7K	Hold	533	–	–	﹤0.01%	1332
2018 Q2	$11.6K	Hold	533	–	–	﹤0.01%	1295
2018 Q1	$12K	Buy	+533	New	+$12.8K	﹤0.01%	1262
2014 Q1	–	Sell	-7,860	Closed	-$228K	–	352
2013 Q4	$228K	Sell	7,860 -156	-2%	-$4.77K	0.07%	250
2013 Q3	$246K	Sell	8,016 -274	-3%	-$7.81K	0.08%	219
2013 Q2	$219K	Buy	+8,290	New	+$252K	0.08%	224

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

Rehmann Capital Advisory Group's WBK Position: Q3 2019 in Review

Rehmann Capital Advisory Group held its Westpac Banking Corporation (WBK) position steady in Q3 2019 at 365 shares worth $7.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

Rehmann Capital Advisory Group first reported a position in WBK in Q2 2013 and has held it in 10 quarters since. The position peaked at $246K in Q3 2013. 149 funds tracked by Wall St. Rank hold WBK as of Q3 2019.

Rehmann Capital Advisory Group held 365 shares of Westpac Banking Corporation worth $7.3K as of Q3 2019.
Rehmann Capital Advisory Group left its Westpac Banking Corporation share count unchanged in Q3 2019.
Westpac Banking Corporation made up ﹤0.01% of Rehmann Capital Advisory Group's portfolio in Q3 2019, its #1122 holding.
Rehmann Capital Advisory Group first reported a position in Westpac Banking Corporation in Q2 2013 and has held it in 10 quarters since.
Rehmann Capital Advisory Group's Westpac Banking Corporation position peaked at $246K in Q3 2013.
149 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.