Veritable’s West Pharmaceutical WST Stock Holding History

Veritable’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
2020 Q1	–	Sell	-1,364	Closed	-$205K	–	829
2019 Q4	$205K	Buy	+1,364	New	+$199K	﹤0.01%	782
2019 Q1	–	Sell	-2,612	Closed	-$256K	–	822
2018 Q4	$256K	Sell	2,612 -5	-0.2%	-$543	0.01%	653
2018 Q3	$323K	Sell	2,617 -795	-23%	-$89.2K	0.01%	621
2018 Q2	$339K	Sell	3,412 -2,871	-46%	-$264K	0.01%	601
2018 Q1	$555K	Sell	6,283 -25	-0.4%	-$2.34K	0.01%	467
2017 Q4	$622K	Sell	6,308 -1,900	-23%	-$186K	0.01%	452
2017 Q3	$790K	Buy	8,208 +516	+7%	+$46.7K	0.02%	395
2017 Q2	$727K	Buy	7,692 +452	+6%	+$41.6K	0.02%	420
2017 Q1	$591K	Sell	7,240 -381	-5%	-$31.9K	0.01%	450
2016 Q4	$646K	Buy	7,621 +1,248	+20%	+$98.1K	0.02%	410
2016 Q3	$475K	Buy	6,373 +1,918	+43%	+$152K	0.01%	487
2016 Q2	$338K	Buy	4,455 +209	+5%	+$15.2K	0.01%	537
2016 Q1	$294K	Buy	+4,246	New	+$255K	0.01%	579

Other funds holding WST

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return