WA
WBK

WFG Advisors’s Westpac Banking Corporation WBK Stock Holding History

WFG Advisors’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
2016
Q3 		– Sell
-615
Closed -$14K – 1787
2016
Q2 		$14K Hold
615
– – ﹤0.01% 1008
2016
Q1 		$14K Hold
615
– – ﹤0.01% 974
2015
Q4 		$15K Buy
615
+20
+3% +$454 ﹤0.01% 980
2015
Q3 		$13K Buy
595
+17
+3% +$397 ﹤0.01% 1036
2015
Q2 		$14K Sell
578
-410
-41% -$11.2K ﹤0.01% 1100
2015
Q1 		$30K Sell
988
-756
-43% -$21.7K 0.01% 880
2014
Q4 		$47K Sell
1,744
-629
-27% -$17.8K 0.01% 915
2014
Q3 		$67K Sell
2,373
-106
-4% -$3.34K 0.01% 814
2014
Q2 		$80K Buy
2,479
+525
+27% +$16.9K 0.01% 737
2014
Q1 		$63K Buy
1,954
+470
+32% +$13.8K 0.01% 816
2013
Q4 		$43K Sell
1,484
-84
-5% -$2.57K 0.01% 1057
2013
Q3 		$48K Sell
1,568
-227
-13% -$6.47K 0.01% 949
2013
Q2 		$47K Buy
+1,795
New +$54.6K 0.01% 911

Other funds holding WBK

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

WFG Advisors's WBK Position: Q3 2016 in Review

WFG Advisors sold out of Westpac Banking Corporation (WBK) in Q3 2016, closing a stake of 615 shares — an estimated $14K sold.

WFG Advisors first reported a position in WBK in Q2 2013 and held it in 13 quarters. The position peaked at $80K in Q2 2014. 146 funds tracked by Wall St. Rank hold WBK as of Q3 2016.

  • WFG Advisors reported no remaining Westpac Banking Corporation position as of Q3 2016 after selling out during the quarter.
  • WFG Advisors sold 615 Westpac Banking Corporation shares in Q3 2016, an estimated $14K.
  • WFG Advisors first reported a position in Westpac Banking Corporation in Q2 2013 and held it in 13 quarters.
  • WFG Advisors's Westpac Banking Corporation position peaked at $80K in Q2 2014.
  • 146 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q3 2016.

Based on WFG Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.