RFWA
WBK

RPg Family Wealth Advisory’s Westpac Banking Corporation WBK Stock Holding History

RPg Family Wealth Advisory’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
2017
Q1 		– Sell
-715
Closed -$16.8K – 342
2016
Q4 		$16.8K Buy
715
+111
+18% +$2.6K 0.01% 206
2016
Q3 		$13.7K Sell
604
-82
-12% -$1.86K 0.01% 212
2016
Q2 		$15.2K Buy
686
+150
+28% +$3.36K 0.01% 213
2016
Q1 		$12.5K Buy
+536
New +$11.9K 0.01% 231

Other funds holding WBK

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

RPg Family Wealth Advisory's WBK Position: Q1 2017 in Review

RPg Family Wealth Advisory sold out of Westpac Banking Corporation (WBK) in Q1 2017, closing a stake of 715 shares — an estimated $16.8K sold.

RPg Family Wealth Advisory first reported a position in WBK in Q1 2016 and held it in 4 quarters. The position peaked at $16.8K in Q4 2016. 162 funds tracked by Wall St. Rank hold WBK as of Q1 2017.

  • RPg Family Wealth Advisory reported no remaining Westpac Banking Corporation position as of Q1 2017 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 715 Westpac Banking Corporation shares in Q1 2017, an estimated $16.8K.
  • RPg Family Wealth Advisory first reported a position in Westpac Banking Corporation in Q1 2016 and held it in 4 quarters.
  • RPg Family Wealth Advisory's Westpac Banking Corporation position peaked at $16.8K in Q4 2016.
  • 162 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2017.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2017, filed 12 May 2017.