U
WBK

UBS’s Westpac Banking Corporation WBK Stock Holding History

UBS’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
Q3 		$7.95M Buy
282,777
+197,880
+233% +$6.23M 0.01% 1643
2014
Q2 		$2.73M Buy
84,897
+17,700
+26% +$571K ﹤0.01% 2574
2014
Q1 		$2.15M Sell
67,197
-1,249
-2% -$36.6K ﹤0.01% 2709
2013
Q4 		$1.99M Sell
68,446
-1,656
-2% -$50.6K ﹤0.01% 2802
2013
Q3 		$2.15M Buy
70,102
+16,252
+30% +$463K ﹤0.01% 2498
2013
Q2 		$1.42M Buy
+53,850
New +$1.64M ﹤0.01% 2922

Other funds holding WBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.42% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $552B AUM 44.19% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return

UBS's WBK Position: Q3 2014 in Review

UBS increased its Westpac Banking Corporation (WBK) stake by 233% in Q3 2014, buying an estimated $6.23M and bringing the position to 282,777 shares worth $7.95M. The position accounts for 0.01% of the portfolio, ranked #1643.

UBS first reported a position in WBK in Q2 2013 and has held it in 6 quarters since. 151 funds tracked by Wall St. Rank hold WBK as of Q3 2014.

  • UBS held 282,777 shares of Westpac Banking Corporation worth $7.95M as of Q3 2014.
  • UBS bought 197,880 Westpac Banking Corporation shares in Q3 2014, an estimated $6.23M.
  • Westpac Banking Corporation made up 0.01% of UBS's portfolio in Q3 2014, its #1643 holding.
  • UBS first reported a position in Westpac Banking Corporation in Q2 2013 and has held it in 6 quarters since.
  • 151 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.