SJIC
WBK

St. James Investment Company’s Westpac Banking Corporation WBK Stock Holding History

St. James Investment Company’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
Q2 		– Sell
-9,724
Closed -$216K – 50
2018
Q1 		$216K Buy
9,724
+1,434
+17% +$34.4K 0.03% 43
2017
Q4 		$202K Buy
+8,290
New +$205K 0.02% 43

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AG
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Renaissance Technologies
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Bank of America
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RJA
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Goldman Sachs
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GT
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St. James Investment Company's WBK Position: Q2 2018 in Review

St. James Investment Company sold out of Westpac Banking Corporation (WBK) in Q2 2018, closing a stake of 9,724 shares — an estimated $216K sold.

St. James Investment Company first reported a position in WBK in Q4 2017 and held it in 2 quarters. The position peaked at $216K in Q1 2018. 163 funds tracked by Wall St. Rank hold WBK as of Q2 2018.

  • St. James Investment Company reported no remaining Westpac Banking Corporation position as of Q2 2018 after selling out during the quarter.
  • St. James Investment Company sold 9,724 Westpac Banking Corporation shares in Q2 2018, an estimated $216K.
  • St. James Investment Company first reported a position in Westpac Banking Corporation in Q4 2017 and held it in 2 quarters.
  • St. James Investment Company's Westpac Banking Corporation position peaked at $216K in Q1 2018.
  • 163 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2018.

Based on St. James Investment Company's 13F filing for Q2 2018, filed 13 Aug 2018.