SBIA
WBK

Sheaff Brock Investment Advisors’s Westpac Banking Corporation WBK Stock Holding History

Sheaff Brock Investment Advisors’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
2016
Q1 		– Sell
-14,450
Closed -$350K – 728
2015
Q4 		$350K Buy
+14,450
New +$328K 0.04% 377

Other funds holding WBK

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Bank of America
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AG
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CAM
Capstone Asset Management Houston, Texas $3.6B AUM 68.52% 1-Year Est. Return

Sheaff Brock Investment Advisors's WBK Position: Q1 2016 in Review

Sheaff Brock Investment Advisors sold out of Westpac Banking Corporation (WBK) in Q1 2016, closing a stake of 14,450 shares — an estimated $350K sold.

Sheaff Brock Investment Advisors first reported a position in WBK in Q4 2015 and held it in 1 quarter. The position peaked at $350K in Q4 2015. 153 funds tracked by Wall St. Rank hold WBK as of Q1 2016.

  • Sheaff Brock Investment Advisors reported no remaining Westpac Banking Corporation position as of Q1 2016 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 14,450 Westpac Banking Corporation shares in Q1 2016, an estimated $350K.
  • Sheaff Brock Investment Advisors first reported a position in Westpac Banking Corporation in Q4 2015 and held it in 1 quarter.
  • Sheaff Brock Investment Advisors's Westpac Banking Corporation position peaked at $350K in Q4 2015.
  • 153 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2016.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2016, filed 25 Apr 2016.