SWM
WBK

SeaCrest Wealth Management’s Westpac Banking Corporation WBK Stock Holding History

SeaCrest Wealth 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
2018
Q4 		– Sell
-1,100
Closed -$22K – 2429
2018
Q3 		$22K Hold
1,100
– – ﹤0.01% 1350
2018
Q2 		$24K Hold
1,100
– – ﹤0.01% 1294
2018
Q1 		$24K Hold
1,100
– – ﹤0.01% 1265
2017
Q4 		$27K Buy
+1,100
New +$27.2K ﹤0.01% 1221

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Renaissance Technologies
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
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
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

SeaCrest Wealth Management's WBK Position: Q4 2018 in Review

SeaCrest Wealth Management sold out of Westpac Banking Corporation (WBK) in Q4 2018, closing a stake of 1,100 shares — an estimated $22K sold.

SeaCrest Wealth Management first reported a position in WBK in Q4 2017 and held it in 4 quarters. The position peaked at $27K in Q4 2017. 159 funds tracked by Wall St. Rank hold WBK as of Q4 2018.

  • SeaCrest Wealth Management reported no remaining Westpac Banking Corporation position as of Q4 2018 after selling out during the quarter.
  • SeaCrest Wealth Management sold 1,100 Westpac Banking Corporation shares in Q4 2018, an estimated $22K.
  • SeaCrest Wealth Management first reported a position in Westpac Banking Corporation in Q4 2017 and held it in 4 quarters.
  • SeaCrest Wealth Management's Westpac Banking Corporation position peaked at $27K in Q4 2017.
  • 159 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2018.

Based on SeaCrest Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.