Sterne Agee Group’s Westpac Banking Corporation WBK Stock Holding History

Sterne Agee 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
2015 Q1	$543K	Buy	18,145 +5,670	+45%	+$163K	0.08%	267
2014 Q4	$336K	Buy	12,475 +1,420	+13%	+$40.1K	0.05%	276
2014 Q3	$311K	Buy	+11,055	New	+$348K	0.05%	270
2013 Q4	–	Sell	-7,150	Closed	-$219K	–	325
2013 Q3	$219K	Sell	7,150 -6,340	-47%	-$181K	0.08%	242
2013 Q2	$356K	Buy	+13,490	New	+$410K	0.13%	163

Other funds holding WBK

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

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

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

PPA

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

JCM

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

RJA

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

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

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

CAM

Capstone Asset Management Houston, Texas $3.6B AUM 20.21% 1-Year Est. Return

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

Sterne Agee Group's WBK Position: Q1 2015 in Review

Sterne Agee Group increased its Westpac Banking Corporation (WBK) stake by 45% in Q1 2015, buying an estimated $163K and bringing the position to 18,145 shares worth $543K. The position accounts for 0.08% of the portfolio, ranked #267.

Sterne Agee Group first reported a position in WBK in Q2 2013 and has held it in 5 quarters since. 156 funds tracked by Wall St. Rank hold WBK as of Q1 2015.

Sterne Agee Group held 18,145 shares of Westpac Banking Corporation worth $543K as of Q1 2015.
Sterne Agee Group bought 5,670 Westpac Banking Corporation shares in Q1 2015, an estimated $163K.
Westpac Banking Corporation made up 0.08% of Sterne Agee Group's portfolio in Q1 2015, its #267 holding.
Sterne Agee Group first reported a position in Westpac Banking Corporation in Q2 2013 and has held it in 5 quarters since.
156 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2015.

Based on Sterne Agee Group's 13F filing for Q1 2015, filed 13 May 2015.