V
WBK

Veritable’s Westpac Banking Corporation WBK Stock Holding History

Veritable’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
2015
Q2 		– Sell
-6,915
Closed -$207K – 946
2015
Q1 		$207K Buy
+6,915
New +$198K ﹤0.01% 876
2014
Q4 		– Sell
-9,880
Closed -$278K – 1013
2014
Q3 		$278K Buy
9,880
+735
+8% +$23.1K 0.01% 791
2014
Q2 		$294K Hold
9,145
– – 0.01% 766
2014
Q1 		$293K Buy
+9,145
New +$268K 0.01% 739
2013
Q4 		– Sell
-7,245
Closed -$222K – 1046
2013
Q3 		$222K Buy
+7,245
New +$207K 0.01% 831

Other funds holding WBK

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Veritable's WBK Position: Q2 2015 in Review

Veritable sold out of Westpac Banking Corporation (WBK) in Q2 2015, closing a stake of 6,915 shares — an estimated $207K sold.

Veritable first reported a position in WBK in Q3 2013 and held it in 5 quarters. The position peaked at $294K in Q2 2014. 149 funds tracked by Wall St. Rank hold WBK as of Q2 2015.

  • Veritable reported no remaining Westpac Banking Corporation position as of Q2 2015 after selling out during the quarter.
  • Veritable sold 6,915 Westpac Banking Corporation shares in Q2 2015, an estimated $207K.
  • Veritable first reported a position in Westpac Banking Corporation in Q3 2013 and held it in 5 quarters.
  • Veritable's Westpac Banking Corporation position peaked at $294K in Q2 2014.
  • 149 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2015.

Based on Veritable's 13F filing for Q2 2015, filed 14 Aug 2015.