Royal Fund Management’s Westpac Banking Corporation WBK Stock Holding History

Royal Fund 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
2020 Q2	–	Sell	-283	Closed	-$2K	–	649
2020 Q1	$2K	Hold	283	–	–	﹤0.01%	510
2019 Q4	$4K	Hold	283	–	–	﹤0.01%	510
2019 Q3	$5K	Hold	283	–	–	﹤0.01%	456
2019 Q2	$5K	Hold	283	–	–	﹤0.01%	445
2019 Q1	$5K	Hold	283	–	–	﹤0.01%	443
2018 Q4	$4K	Hold	283	–	–	﹤0.01%	446
2018 Q3	$5K	Hold	283	–	–	﹤0.01%	397
2018 Q2	$6K	Sell	283 -899	-76%	-$19.5K	﹤0.01%	408
2018 Q1	$26K	Hold	1,182	–	–	0.01%	256
2017 Q4	$28K	Hold	1,182	–	–	0.01%	254
2017 Q3	$29K	Hold	1,182	–	–	0.01%	212
2017 Q2	$27K	Hold	1,182	–	–	0.01%	198
2017 Q1	$31K	Hold	1,182	–	–	0.02%	183
2016 Q4	$27K	Buy	+1,182	New	+$27.6K	0.02%	183

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

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

AIA

Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return

Royal Fund Management's WBK Position: Q2 2020 in Review

Royal Fund Management sold out of Westpac Banking Corporation (WBK) in Q2 2020, closing a stake of 283 shares — an estimated $2K sold.

Royal Fund Management first reported a position in WBK in Q4 2016 and held it in 14 quarters. The position peaked at $31K in Q1 2017. 129 funds tracked by Wall St. Rank hold WBK as of Q2 2020.

Royal Fund Management reported no remaining Westpac Banking Corporation position as of Q2 2020 after selling out during the quarter.
Royal Fund Management sold 283 Westpac Banking Corporation shares in Q2 2020, an estimated $2K.
Royal Fund Management first reported a position in Westpac Banking Corporation in Q4 2016 and held it in 14 quarters.
Royal Fund Management's Westpac Banking Corporation position peaked at $31K in Q1 2017.
129 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2020.

Based on Royal Fund Management's 13F filing for Q2 2020, filed 6 Aug 2020.