WIA
SAN icon

Westbourne Investment Advisors’s Banco Santander SAN Stock Holding History

Westbourne Investment Advisors’s Portfolio SAN Stock Details SAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,252
Closed -$6K – 135
2018
Q3 		$6K Buy
+1,252
New +$6.3K ﹤0.01% 163
2016
Q2 		– Sell
-10,771
Closed -$45K – 132
2016
Q1 		$45K Sell
10,771
-570
-5% -$2.34K 0.04% 100
2015
Q4 		$53K Sell
11,341
-2,393
-17% -$12.4K 0.05% 102
2015
Q3 		$69K Sell
13,734
-3,652
-21% -$22.2K 0.07% 104
2015
Q2 		$116K Buy
+17,386
New +$121K 0.11% 103

Other funds holding SAN

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM

Westbourne Investment Advisors's SAN Position: Q4 2018 in Review

Westbourne Investment Advisors sold out of Banco Santander (SAN) in Q4 2018, closing a stake of 1,252 shares — an estimated $6K sold.

Westbourne Investment Advisors first reported a position in SAN in Q2 2015 and held it in 5 quarters. The position peaked at $116K in Q2 2015. 326 funds tracked by Wall St. Rank hold SAN as of Q4 2018.

  • Westbourne Investment Advisors reported no remaining Banco Santander position as of Q4 2018 after selling out during the quarter.
  • Westbourne Investment Advisors sold 1,252 Banco Santander shares in Q4 2018, an estimated $6K.
  • Westbourne Investment Advisors first reported a position in Banco Santander in Q2 2015 and held it in 5 quarters.
  • Westbourne Investment Advisors's Banco Santander position peaked at $116K in Q2 2015.
  • 326 funds tracked by Wall St. Rank held Banco Santander as of Q4 2018.

Based on Westbourne Investment Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.