SIC
WBK

Shoker Investment Counsel’s Westpac Banking Corporation WBK Stock Holding History

Shoker Investment Counsel’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
-19,899
Closed -$398K – 110
2018
Q3 		$398K Hold
19,899
– – 0.29% 75
2018
Q2 		$431K Sell
19,899
-3,024
-13% -$65.6K 0.32% 69
2018
Q1 		$508K Sell
22,923
-917
-4% -$22K 0.39% 64
2017
Q4 		$581K Sell
23,840
-3,816
-14% -$94.4K 0.42% 61
2017
Q3 		$697K Sell
27,656
-2,382
-8% -$59.8K 0.53% 53
2017
Q2 		$702K Buy
30,038
+854
+3% +$20.7K 0.55% 51
2017
Q1 		$779K Sell
29,184
-792
-3% -$20.1K 0.65% 46
2016
Q4 		$703K Sell
29,976
-218
-0.7% -$5.1K 0.58% 50
2016
Q3 		$686K Buy
30,194
+3,229
+12% +$73.3K 0.58% 50
2016
Q2 		$595K Buy
26,965
+1,702
+7% +$38.1K 0.53% 51
2016
Q1 		$587K Buy
25,263
+3,591
+17% +$79.9K 0.55% 50
2015
Q4 		$525K Sell
21,672
-2,675
-11% -$60.8K 0.52% 52
2015
Q3 		$512K Buy
24,347
+2,449
+11% +$57.2K 0.54% 52
2015
Q2 		$541K Buy
21,898
+495
+2% +$13.5K 0.51% 53
2015
Q1 		$640K Buy
21,403
+2,164
+11% +$62.1K 0.61% 52
2014
Q4 		$517K Buy
19,239
+5,339
+38% +$151K 0.48% 56
2014
Q3 		$390K Buy
13,900
+2,734
+24% +$86.1K 0.36% 64
2014
Q2 		$358K Buy
11,166
+2,923
+35% +$94.4K 0.32% 66
2014
Q1 		$264K Hold
8,243
– – 0.25% 74
2013
Q4 		$239K Buy
+8,243
New +$252K 0.22% 78

Other funds holding WBK

Northern Trust
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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 $552B AUM 44.19% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return

Shoker Investment Counsel's WBK Position: Q4 2018 in Review

Shoker Investment Counsel sold out of Westpac Banking Corporation (WBK) in Q4 2018, closing a stake of 19,899 shares — an estimated $398K sold.

Shoker Investment Counsel first reported a position in WBK in Q4 2013 and held it in 20 quarters. The position peaked at $779K in Q1 2017. 159 funds tracked by Wall St. Rank hold WBK as of Q4 2018.

  • Shoker Investment Counsel reported no remaining Westpac Banking Corporation position as of Q4 2018 after selling out during the quarter.
  • Shoker Investment Counsel sold 19,899 Westpac Banking Corporation shares in Q4 2018, an estimated $398K.
  • Shoker Investment Counsel first reported a position in Westpac Banking Corporation in Q4 2013 and held it in 20 quarters.
  • Shoker Investment Counsel's Westpac Banking Corporation position peaked at $779K in Q1 2017.
  • 159 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2018.

Based on Shoker Investment Counsel's 13F filing for Q4 2018, filed 6 Feb 2019.