Ronald Blue & Co’s Westpac Banking Corporation WBK Stock Holding History

Ronald Blue & Co’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 Q4	–	Sell	-11,095	Closed	-$233K	–	324
2015 Q3	$233K	Buy	11,095 +340	+3%	+$7.94K	0.01%	253
2015 Q2	$266K	Buy	10,755 +286	+3%	+$7.78K	0.01%	277
2015 Q1	$313K	Buy	10,469 +365	+4%	+$10.5K	0.01%	250
2014 Q4	$272K	Sell	10,104 -19	-0.2%	-$537	0.01%	266
2014 Q3	$285K	Buy	10,123 +543	+6%	+$17.1K	0.02%	242
2014 Q2	$308K	Buy	9,580 +44	+0.5%	+$1.42K	0.02%	226
2014 Q1	$306K	Buy	9,536 +10	+0.1%	+$293	0.02%	212
2013 Q4	$277K	Sell	9,526 -152	-2%	-$4.64K	0.02%	225
2013 Q3	$297K	Sell	9,678 -102	-1%	-$2.91K	0.02%	194
2013 Q2	$258K	Buy	+9,780	New	+$298K	0.02%	110

Other funds holding WBK

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PPA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Ronald Blue & Co's WBK Position: Q4 2015 in Review

Ronald Blue & Co sold out of Westpac Banking Corporation (WBK) in Q4 2015, closing a stake of 11,095 shares — an estimated $233K sold.

Ronald Blue & Co first reported a position in WBK in Q2 2013 and held it in 10 quarters. The position peaked at $313K in Q1 2015. 149 funds tracked by Wall St. Rank hold WBK as of Q4 2015.

Ronald Blue & Co reported no remaining Westpac Banking Corporation position as of Q4 2015 after selling out during the quarter.
Ronald Blue & Co sold 11,095 Westpac Banking Corporation shares in Q4 2015, an estimated $233K.
Ronald Blue & Co first reported a position in Westpac Banking Corporation in Q2 2013 and held it in 10 quarters.
Ronald Blue & Co's Westpac Banking Corporation position peaked at $313K in Q1 2015.
149 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2015.

Based on Ronald Blue & Co's 13F filing for Q4 2015, filed 11 Feb 2016.