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WBI Investments’s West Pharmaceutical WST Stock Holding History

WBI Investments’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
2017
Q1 		– Sell
-9,846
Closed -$835K – 383
2016
Q4 		$835K Buy
+9,846
New +$774K 0.04% 216
2016
Q3 		– Sell
-40,569
Closed -$3.08M – 324
2016
Q2 		$3.08M Buy
+40,569
New +$2.95M 0.11% 96

Other funds holding WST

T. Rowe Price Associates
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

WBI Investments's WST Position: Q1 2017 in Review

WBI Investments sold out of West Pharmaceutical (WST) in Q1 2017, closing a stake of 9,846 shares — an estimated $835K sold.

WBI Investments first reported a position in WST in Q2 2016 and held it in 2 quarters. The position peaked at $3.08M in Q2 2016. 295 funds tracked by Wall St. Rank hold WST as of Q1 2017.

  • WBI Investments reported no remaining West Pharmaceutical position as of Q1 2017 after selling out during the quarter.
  • WBI Investments sold 9,846 West Pharmaceutical shares in Q1 2017, an estimated $835K.
  • WBI Investments first reported a position in West Pharmaceutical in Q2 2016 and held it in 2 quarters.
  • WBI Investments's West Pharmaceutical position peaked at $3.08M in Q2 2016.
  • 295 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2017.

Based on WBI Investments's 13F filing for Q1 2017, filed 10 May 2017.