SQA
WBK

Simon Quick Advisors’s Westpac Banking Corporation WBK Stock Holding History

Simon Quick 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
2017
Q4 		– Sell
-1,554
Closed -$39K – 636
2017
Q3 		$39K Hold
1,554
– – 0.01% 301
2017
Q2 		$36K Hold
1,554
– – 0.02% 140
2017
Q1 		$42K Buy
+1,554
New +$39.5K 0.02% 168

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Bank of America
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Invesco
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AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Simon Quick Advisors's WBK Position: Q4 2017 in Review

Simon Quick Advisors sold out of Westpac Banking Corporation (WBK) in Q4 2017, closing a stake of 1,554 shares — an estimated $39K sold.

Simon Quick Advisors first reported a position in WBK in Q1 2017 and held it in 3 quarters. The position peaked at $42K in Q1 2017. 163 funds tracked by Wall St. Rank hold WBK as of Q4 2017.

  • Simon Quick Advisors reported no remaining Westpac Banking Corporation position as of Q4 2017 after selling out during the quarter.
  • Simon Quick Advisors sold 1,554 Westpac Banking Corporation shares in Q4 2017, an estimated $39K.
  • Simon Quick Advisors first reported a position in Westpac Banking Corporation in Q1 2017 and held it in 3 quarters.
  • Simon Quick Advisors's Westpac Banking Corporation position peaked at $42K in Q1 2017.
  • 163 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2017.

Based on Simon Quick Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.