Salem Investment Counselors’s Westpac Banking Corporation WBK Stock Holding History

Salem Investment Counselors’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	-500	Closed	-$10K	–	736
2019 Q1	$10K	Buy	+500	New	+$9.32K	﹤0.01%	418
2018 Q4	–	Sell	-500	Closed	-$10K	–	442
2018 Q3	$10K	Hold	500	–	–	﹤0.01%	418
2018 Q2	$11K	Hold	500	–	–	﹤0.01%	427
2018 Q1	$11K	Hold	500	–	–	﹤0.01%	440
2017 Q4	$12K	Hold	500	–	–	﹤0.01%	449
2017 Q3	$13K	Hold	500	–	–	﹤0.01%	436
2017 Q2	$12K	Hold	500	–	–	﹤0.01%	461
2017 Q1	$26K	Sell	500 -138	-22%	-$3.51K	﹤0.01%	447
2016 Q4	$15K	Buy	+638	New	+$14.9K	﹤0.01%	465

Other funds holding WBK

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

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 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 $552B AUM 44.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Salem Investment Counselors's WBK Position: Q2 2019 in Review

Salem Investment Counselors sold out of Westpac Banking Corporation (WBK) in Q2 2019, closing a stake of 500 shares — an estimated $10K sold.

Salem Investment Counselors first reported a position in WBK in Q4 2016 and held it in 9 quarters. The position peaked at $26K in Q1 2017. 148 funds tracked by Wall St. Rank hold WBK as of Q2 2019.

Salem Investment Counselors reported no remaining Westpac Banking Corporation position as of Q2 2019 after selling out during the quarter.
Salem Investment Counselors sold 500 Westpac Banking Corporation shares in Q2 2019, an estimated $10K.
Salem Investment Counselors first reported a position in Westpac Banking Corporation in Q4 2016 and held it in 9 quarters.
Salem Investment Counselors's Westpac Banking Corporation position peaked at $26K in Q1 2017.
148 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2019.

Based on Salem Investment Counselors's 13F filing for Q2 2019, filed 14 Aug 2019.