UFA
WBK

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

US 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
-63
Closed -$1K – 485
2016
Q1 		$1K Hold
63
– – ﹤0.01% 463
2015
Q4 		$2K Buy
+63
New +$1.43K ﹤0.01% 499

Other funds holding WBK

Northern Trust
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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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AG
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

US Financial Advisors sold out of Westpac Banking Corporation (WBK) in Q2 2016, closing a stake of 63 shares — an estimated $1K sold.

US Financial Advisors first reported a position in WBK in Q4 2015 and held it in 2 quarters. The position peaked at $2K in Q4 2015. 152 funds tracked by Wall St. Rank hold WBK as of Q2 2016.

  • US Financial Advisors reported no remaining Westpac Banking Corporation position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 63 Westpac Banking Corporation shares in Q2 2016, an estimated $1K.
  • US Financial Advisors first reported a position in Westpac Banking Corporation in Q4 2015 and held it in 2 quarters.
  • US Financial Advisors's Westpac Banking Corporation position peaked at $2K in Q4 2015.
  • 152 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2016.

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