WBC
SE

Westpac Banking Corp’s Spectra Energy Corp Wi SE Stock Holding History

Westpac Banking Corp’s Portfolio SE Stock Details SE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-41,681
Closed -$1.73M – 957
2016
Q4 		$1.73M Hold
41,681
– – 0.02% 498
2016
Q3 		$1.78M Buy
41,681
+5,294
+15% +$202K 0.02% 480
2016
Q2 		$1.33M Sell
36,387
-11,470
-24% -$366K 0.01% 560
2016
Q1 		$1.46M Buy
47,857
+3,027
+7% +$85.4K 0.02% 503
2015
Q4 		$1.07M Sell
44,830
-165
-0.4% -$4.38K 0.01% 560
2015
Q3 		$1.18M Buy
44,995
+23,363
+108% +$680K 0.01% 505
2015
Q2 		$705K Sell
21,632
-36,392
-63% -$1.3M 0.01% 517
2015
Q1 		$2.47M Sell
58,024
-2,594
-4% -$90.8K 0.02% 473
2014
Q4 		$2.2M Sell
60,618
-1,800
-3% -$67.8K 0.02% 486
2014
Q3 		$2.45M Buy
62,418
+1,400
+2% +$57.7K 0.02% 461
2014
Q2 		$2.59M Sell
61,018
-4,196
-6% -$168K 0.03% 467
2014
Q1 		$2.41M Buy
65,214
+13,861
+27% +$503K 0.03% 449
2013
Q4 		$1.83M Sell
51,353
-8,654
-14% -$298K 0.02% 496
2013
Q3 		$2.05M Sell
60,007
-1,178
-2% -$40.7K 0.03% 442
2013
Q2 		$2.05M Buy
+61,185
New +$1.93M 0.03% 414

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JC
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BFG
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LAM
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FNB
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KB
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KF
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JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return