WF
WBK

WealthTrust Fairport’s Westpac Banking Corporation WBK Stock Holding History

WealthTrust Fairport’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
2013
Q4 		– Sell
-40
Closed -$1K – 478
2013
Q3 		$1K Buy
+40
New +$1.14K ﹤0.01% 442

Other funds holding WBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CAM
Capstone Asset Management Houston, Texas $3.6B AUM 20.21% 1-Year Est. Return

WealthTrust Fairport's WBK Position: Q4 2013 in Review

WealthTrust Fairport sold out of Westpac Banking Corporation (WBK) in Q4 2013, closing a stake of 40 shares — an estimated $1K sold.

WealthTrust Fairport first reported a position in WBK in Q3 2013 and held it in 1 quarter. The position peaked at $1K in Q3 2013. 142 funds tracked by Wall St. Rank hold WBK as of Q4 2013.

  • WealthTrust Fairport reported no remaining Westpac Banking Corporation position as of Q4 2013 after selling out during the quarter.
  • WealthTrust Fairport sold 40 Westpac Banking Corporation shares in Q4 2013, an estimated $1K.
  • WealthTrust Fairport first reported a position in Westpac Banking Corporation in Q3 2013 and held it in 1 quarter.
  • WealthTrust Fairport's Westpac Banking Corporation position peaked at $1K in Q3 2013.
  • 142 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2013.

Based on WealthTrust Fairport's 13F filing for Q4 2013, filed 29 Jan 2014.