Stanley-Laman Group’s Westpac Banking Corporation WBK Stock Holding History

Stanley-Laman 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
2016 Q2	–	Sell	-33,953	Closed	-$790K	–	380
2016 Q1	$790K	Sell	33,953 -72,293	-68%	-$1.61M	0.15%	139
2015 Q4	$2.57M	Buy	106,246 +4,060	+4%	+$92.2K	0.44%	77
2015 Q3	$2.15M	Sell	102,186 -19,144	-16%	-$447K	0.44%	70
2015 Q2	$3M	Sell	121,330 -1,918	-2%	-$52.2K	0.55%	59
2015 Q1	$3.69M	Buy	123,248 +4,641	+4%	+$133K	0.67%	48
2014 Q4	$3.19M	Sell	118,607 -2,371	-2%	-$67K	0.61%	54
2014 Q3	$3.4M	Buy	120,978 +1,088	+0.9%	+$34.3K	0.66%	50
2014 Q2	$3.85M	Buy	119,890 +1,930	+2%	+$62.3K	0.71%	46
2014 Q1	$3.78M	Buy	117,960 +5,683	+5%	+$167K	0.66%	51
2013 Q4	$3.26M	Buy	+112,277	New	+$3.43M	0.71%	53

Other funds holding WBK

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PPA

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

RJA

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stanley-Laman Group's WBK Position: Q2 2016 in Review

Stanley-Laman Group sold out of Westpac Banking Corporation (WBK) in Q2 2016, closing a stake of 33,953 shares — an estimated $790K sold.

Stanley-Laman Group first reported a position in WBK in Q4 2013 and held it in 10 quarters. The position peaked at $3.85M in Q2 2014. 152 funds tracked by Wall St. Rank hold WBK as of Q2 2016.

Stanley-Laman Group reported no remaining Westpac Banking Corporation position as of Q2 2016 after selling out during the quarter.
Stanley-Laman Group sold 33,953 Westpac Banking Corporation shares in Q2 2016, an estimated $790K.
Stanley-Laman Group first reported a position in Westpac Banking Corporation in Q4 2013 and held it in 10 quarters.
Stanley-Laman Group's Westpac Banking Corporation position peaked at $3.85M in Q2 2014.
152 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2016.

Based on Stanley-Laman Group's 13F filing for Q2 2016, filed 4 Aug 2016.