STA
WBK

Summit Trail Advisors’s Westpac Banking Corporation WBK Stock Holding History

Summit Trail Advisors’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
Q1 		– Sell
-6,249
Closed -$156K – 2152
2017
Q4 		$156K Buy
+6,249
New +$155K 0.02% 506

Other funds holding WBK

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Summit Trail Advisors's WBK Position: Q1 2018 in Review

Summit Trail Advisors sold out of Westpac Banking Corporation (WBK) in Q1 2018, closing a stake of 6,249 shares — an estimated $156K sold.

Summit Trail Advisors first reported a position in WBK in Q4 2017 and held it in 1 quarter. The position peaked at $156K in Q4 2017. 178 funds tracked by Wall St. Rank hold WBK as of Q1 2018.

  • Summit Trail Advisors reported no remaining Westpac Banking Corporation position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 6,249 Westpac Banking Corporation shares in Q1 2018, an estimated $156K.
  • Summit Trail Advisors first reported a position in Westpac Banking Corporation in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Westpac Banking Corporation position peaked at $156K in Q4 2017.
  • 178 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.