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US Financial Advisors’s West Pharmaceutical WST Stock Holding History

US Financial Advisors’s Portfolio WST Stock Details WST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-114
Closed -$8K – 399
2016
Q1 		$8K Hold
114
– – 0.01% 236
2015
Q4 		$7K Hold
114
– – 0.01% 353
2015
Q3 		$6K Hold
114
– – 0.01% 295
2015
Q2 		$7K Buy
+114
New +$6.36K 0.01% 263

Other funds holding WST

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

US Financial Advisors sold out of West Pharmaceutical (WST) in Q2 2016, closing a stake of 114 shares — an estimated $8K sold.

US Financial Advisors first reported a position in WST in Q2 2015 and held it in 4 quarters. The position peaked at $8K in Q1 2016. 289 funds tracked by Wall St. Rank hold WST as of Q2 2016.

  • US Financial Advisors reported no remaining West Pharmaceutical position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 114 West Pharmaceutical shares in Q2 2016, an estimated $8K.
  • US Financial Advisors first reported a position in West Pharmaceutical in Q2 2015 and held it in 4 quarters.
  • US Financial Advisors's West Pharmaceutical position peaked at $8K in Q1 2016.
  • 289 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2016.

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