Smith Group Asset Management’s Westpac Banking Corporation WBK Stock Holding History

Smith Group Asset 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
2015 Q2	–	Sell	-6,925	Closed	-$207K	–	456
2015 Q1	$207K	Hold	6,925	–	–	0.01%	274
2014 Q4	$186K	Hold	6,925	–	–	0.01%	276
2014 Q3	$195K	Hold	6,925	–	–	0.01%	230
2014 Q2	$222K	Hold	6,925	–	–	0.01%	228
2014 Q1	$222K	Sell	6,925 -180	-3%	-$5.28K	0.01%	221
2013 Q4	$206K	Hold	7,105	–	–	0.01%	223
2013 Q3	$218K	Hold	7,105	–	–	0.01%	223
2013 Q2	$187K	Buy	+7,105	New	+$216K	0.01%	240

Other funds holding WBK

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Smith Group Asset Management's WBK Position: Q2 2015 in Review

Smith Group Asset Management sold out of Westpac Banking Corporation (WBK) in Q2 2015, closing a stake of 6,925 shares — an estimated $207K sold.

Smith Group Asset Management first reported a position in WBK in Q2 2013 and held it in 8 quarters. The position peaked at $222K in Q2 2014. 149 funds tracked by Wall St. Rank hold WBK as of Q2 2015.

Smith Group Asset Management reported no remaining Westpac Banking Corporation position as of Q2 2015 after selling out during the quarter.
Smith Group Asset Management sold 6,925 Westpac Banking Corporation shares in Q2 2015, an estimated $207K.
Smith Group Asset Management first reported a position in Westpac Banking Corporation in Q2 2013 and held it in 8 quarters.
Smith Group Asset Management's Westpac Banking Corporation position peaked at $222K in Q2 2014.
149 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2015.

Based on Smith Group Asset Management's 13F filing for Q2 2015, filed 29 Jul 2015.