TFF
WBK

Timothy F. Fidgeon’s Westpac Banking Corporation WBK Stock Holding History

Timothy F. Fidgeon’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
2014
Q4 		– Sell
-9,575
Closed -$269K – 129
2014
Q3 		$269K Hold
9,575
– – 0.13% 109
2014
Q2 		$308K Buy
+9,575
New +$309K 0.14% 100

Other funds holding WBK

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Bank of America
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
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.42% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
CAM
Capstone Asset Management Houston, Texas $3.6B AUM 68.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Timothy F. Fidgeon's WBK Position: Q4 2014 in Review

Timothy F. Fidgeon sold out of Westpac Banking Corporation (WBK) in Q4 2014, closing a stake of 9,575 shares — an estimated $269K sold.

Timothy F. Fidgeon first reported a position in WBK in Q2 2014 and held it in 2 quarters. The position peaked at $308K in Q2 2014. 154 funds tracked by Wall St. Rank hold WBK as of Q4 2014.

  • Timothy F. Fidgeon reported no remaining Westpac Banking Corporation position as of Q4 2014 after selling out during the quarter.
  • Timothy F. Fidgeon sold 9,575 Westpac Banking Corporation shares in Q4 2014, an estimated $269K.
  • Timothy F. Fidgeon first reported a position in Westpac Banking Corporation in Q2 2014 and held it in 2 quarters.
  • Timothy F. Fidgeon's Westpac Banking Corporation position peaked at $308K in Q2 2014.
  • 154 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2014.

Based on Timothy F. Fidgeon's 13F filing for Q4 2014, filed 13 Feb 2015.