Transamerica Financial Advisors’s Westpac Banking Corporation WBK Stock Holding History

Transamerica Financial 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
2016 Q2	–	Sell	-1,180	Closed	-$28K	–	784
2016 Q1	$28K	Hold	1,180	–	–	﹤0.01%	447
2015 Q4	$29K	Hold	1,180	–	–	﹤0.01%	479
2015 Q3	$25K	Hold	1,180	–	–	﹤0.01%	477
2015 Q2	$30K	Hold	1,180	–	–	﹤0.01%	519
2015 Q1	$36K	Hold	1,180	–	–	﹤0.01%	471
2014 Q4	$32K	Hold	1,180	–	–	﹤0.01%	397
2014 Q3	$34K	Hold	1,180	–	–	﹤0.01%	376
2014 Q2	$38K	Buy	+1,180	New	+$38.1K	﹤0.01%	395

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 $5.63B AUM 45.28% 1-Year Est. Return

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

Transamerica Financial Advisors's WBK Position: Q2 2016 in Review

Transamerica Financial Advisors sold out of Westpac Banking Corporation (WBK) in Q2 2016, closing a stake of 1,180 shares — an estimated $28K sold.

Transamerica Financial Advisors first reported a position in WBK in Q2 2014 and held it in 8 quarters. The position peaked at $38K in Q2 2014. 152 funds tracked by Wall St. Rank hold WBK as of Q2 2016.

Transamerica Financial Advisors reported no remaining Westpac Banking Corporation position as of Q2 2016 after selling out during the quarter.
Transamerica Financial Advisors sold 1,180 Westpac Banking Corporation shares in Q2 2016, an estimated $28K.
Transamerica Financial Advisors first reported a position in Westpac Banking Corporation in Q2 2014 and held it in 8 quarters.
Transamerica Financial Advisors's Westpac Banking Corporation position peaked at $38K in Q2 2014.
152 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2016.

Based on Transamerica Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.