Stanford Investment Group’s Westpac Banking Corporation WBK Stock Holding History

Stanford Investment Group’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 Q1	–	Sell	-700	Closed	-$16K	–	358
2016 Q4	$16K	Hold	700	–	–	0.01%	267
2016 Q3	$16K	Hold	700	–	–	0.01%	278
2016 Q2	$15K	Hold	700	–	–	0.01%	275
2016 Q1	$16K	Hold	700	–	–	0.01%	263
2015 Q4	$17K	Hold	700	–	–	0.01%	234
2015 Q3	$15K	Hold	700	–	–	0.01%	248
2015 Q2	$17K	Buy	700 +200	+40%	+$5.44K	0.01%	251
2015 Q1	$15K	Hold	500	–	–	0.01%	262
2014 Q4	$13K	Buy	+500	New	+$14.1K	0.01%	269

Other funds holding WBK

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PPA

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

RJA

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

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

Stanford Investment Group's WBK Position: Q1 2017 in Review

Stanford Investment Group sold out of Westpac Banking Corporation (WBK) in Q1 2017, closing a stake of 700 shares — an estimated $16K sold.

Stanford Investment Group first reported a position in WBK in Q4 2014 and held it in 9 quarters. The position peaked at $17K in Q4 2015. 162 funds tracked by Wall St. Rank hold WBK as of Q1 2017.

Stanford Investment Group reported no remaining Westpac Banking Corporation position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 700 Westpac Banking Corporation shares in Q1 2017, an estimated $16K.
Stanford Investment Group first reported a position in Westpac Banking Corporation in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's Westpac Banking Corporation position peaked at $17K in Q4 2015.
162 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.