UCFA
WBK

United Capital Financial Advisors’s Westpac Banking Corporation WBK Stock Holding History

United Capital 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
2020
Q1 		– Sell
-27,941
Closed -$474K – 1420
2019
Q4 		$474K Buy
+27,941
New +$506K ﹤0.01% 1012
2019
Q3 		– Sell
-22,226
Closed -$443K – 1558
2019
Q2 		$443K Buy
22,226
+2,437
+12% +$46.7K ﹤0.01% 1086
2019
Q1 		$366K Sell
19,789
-124
-0.6% -$2.31K ﹤0.01% 1071
2018
Q4 		$346K Buy
19,913
+1,359
+7% +$25.3K ﹤0.01% 1024
2018
Q3 		$371K Buy
18,554
+4,657
+34% +$98.5K ﹤0.01% 1036
2018
Q2 		$301K Buy
13,897
+3,940
+40% +$85.5K ﹤0.01% 1077
2018
Q1 		$221K Buy
+9,957
New +$239K ﹤0.01% 1208
2016
Q1 		– Sell
-18,533
Closed -$449K – 1323
2015
Q4 		$449K Sell
18,533
-8,830
-32% -$201K 0.01% 912
2015
Q3 		$576K Sell
27,363
-3,434
-11% -$80.2K 0.01% 847
2015
Q2 		$762K Buy
30,797
+6,059
+24% +$165K 0.01% 784
2015
Q1 		$714K Sell
24,738
-4,298
-15% -$123K 0.01% 804
2014
Q4 		$781K Buy
29,036
+210
+0.7% +$5.94K 0.01% 703
2014
Q3 		$810K Sell
28,826
-1,818
-6% -$57.3K 0.01% 662
2014
Q2 		$984K Sell
30,644
-724
-2% -$23.4K 0.02% 568
2014
Q1 		$1.01M Buy
+31,368
New +$920K 0.02% 492
2013
Q4 		– Sell
-17,352
Closed -$532K – 807
2013
Q3 		$532K Sell
17,352
-4,943
-22% -$141K 0.02% 432
2013
Q2 		$588K Buy
+22,295
New +$678K 0.02% 484

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Athos Capital Hong Kong $324M AUM 16.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

United Capital Financial Advisors's WBK Position: Q1 2020 in Review

United Capital Financial Advisors sold out of Westpac Banking Corporation (WBK) in Q1 2020, closing a stake of 27,941 shares — an estimated $474K sold.

United Capital Financial Advisors first reported a position in WBK in Q2 2013 and held it in 17 quarters. The position peaked at $1.01M in Q1 2014. 128 funds tracked by Wall St. Rank hold WBK as of Q1 2020.

  • United Capital Financial Advisors reported no remaining Westpac Banking Corporation position as of Q1 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 27,941 Westpac Banking Corporation shares in Q1 2020, an estimated $474K.
  • United Capital Financial Advisors first reported a position in Westpac Banking Corporation in Q2 2013 and held it in 17 quarters.
  • United Capital Financial Advisors's Westpac Banking Corporation position peaked at $1.01M in Q1 2014.
  • 128 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2020.

Based on United Capital Financial Advisors's 13F filing for Q1 2020, filed 15 May 2020.