TAM
WBK

Tocqueville Asset Management’s Westpac Banking Corporation WBK Stock Holding History

Tocqueville Asset Management’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
Q2 		– Sell
-56
Closed -$2K – 1896
2014
Q1 		$2K Hold
56
– – ﹤0.01% 1284
2013
Q4 		$2K Buy
+56
New +$1.71K ﹤0.01% 1305

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AG
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MAA
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JCM
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PPA
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Goldman Sachs
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Dimensional Fund Advisors
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BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return
CAM
Capstone Asset Management Houston, Texas $3.6B AUM 20.21% 1-Year Est. Return

Tocqueville Asset Management's WBK Position: Q2 2014 in Review

Tocqueville Asset Management sold out of Westpac Banking Corporation (WBK) in Q2 2014, closing a stake of 56 shares — an estimated $2K sold.

Tocqueville Asset Management first reported a position in WBK in Q4 2013 and held it in 2 quarters. The position peaked at $2K in Q1 2014. 145 funds tracked by Wall St. Rank hold WBK as of Q2 2014.

  • Tocqueville Asset Management reported no remaining Westpac Banking Corporation position as of Q2 2014 after selling out during the quarter.
  • Tocqueville Asset Management sold 56 Westpac Banking Corporation shares in Q2 2014, an estimated $2K.
  • Tocqueville Asset Management first reported a position in Westpac Banking Corporation in Q4 2013 and held it in 2 quarters.
  • Tocqueville Asset Management's Westpac Banking Corporation position peaked at $2K in Q1 2014.
  • 145 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2014.

Based on Tocqueville Asset Management's 13F filing for Q2 2014, filed 30 Jul 2014.