RI
WBK

Ridgewood Investments’s Westpac Banking Corporation WBK Stock Holding History

Ridgewood Investments’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
Q2 		– Sell
-17,645
Closed -$326K – 202
2019
Q1 		$326K Buy
17,645
+5,782
+49% +$108K 0.27% 124
2018
Q4 		$237K Hold
11,863
– – 0.19% 143
2018
Q3 		$237K Buy
11,863
+1,553
+15% +$32.8K 0.19% 144
2018
Q2 		$224K Buy
+10,310
New +$224K 0.2% 140

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 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

Ridgewood Investments's WBK Position: Q2 2019 in Review

Ridgewood Investments sold out of Westpac Banking Corporation (WBK) in Q2 2019, closing a stake of 17,645 shares — an estimated $326K sold.

Ridgewood Investments first reported a position in WBK in Q2 2018 and held it in 4 quarters. The position peaked at $326K in Q1 2019. 148 funds tracked by Wall St. Rank hold WBK as of Q2 2019.

  • Ridgewood Investments reported no remaining Westpac Banking Corporation position as of Q2 2019 after selling out during the quarter.
  • Ridgewood Investments sold 17,645 Westpac Banking Corporation shares in Q2 2019, an estimated $326K.
  • Ridgewood Investments first reported a position in Westpac Banking Corporation in Q2 2018 and held it in 4 quarters.
  • Ridgewood Investments's Westpac Banking Corporation position peaked at $326K in Q1 2019.
  • 148 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2019.

Based on Ridgewood Investments's 13F filing for Q2 2019, filed 12 Jul 2019.