Wheatland Advisors’s West Pharmaceutical WST Stock Holding History

Wheatland Advisors’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
2020 Q1	–	Sell	-2,400	Closed	-$353K	–	84
2019 Q4	$353K	Sell	2,400 -3,200	-57%	-$466K	0.45%	69
2019 Q3	$794K	Hold	5,600	–	–	0.72%	49
2019 Q2	$701K	Hold	5,600	–	–	0.53%	59
2019 Q1	$617K	Hold	5,600	–	–	0.47%	62
2018 Q4	$549K	Hold	5,600	–	–	0.48%	65
2018 Q3	$691K	Hold	5,600	–	–	0.52%	61
2018 Q2	$556K	Hold	5,600	–	–	0.45%	64
2018 Q1	$494K	Hold	5,600	–	–	0.41%	69
2017 Q4	$553K	Hold	5,600	–	–	0.45%	65
2017 Q3	$539K	Hold	5,600	–	–	0.46%	65
2017 Q2	$529K	Hold	5,600	–	–	0.48%	64
2017 Q1	$457K	Hold	5,600	–	–	0.41%	70
2016 Q4	$475K	Hold	5,600	–	–	0.42%	65
2016 Q3	$417K	Hold	5,600	–	–	0.39%	66
2016 Q2	$425K	Hold	5,600	–	–	0.41%	62
2016 Q1	$388K	Hold	5,600	–	–	0.4%	67
2015 Q4	$337K	Hold	5,600	–	–	0.34%	68
2015 Q3	$303K	Hold	5,600	–	–	0.33%	72
2015 Q2	$325K	Hold	5,600	–	–	0.31%	74
2015 Q1	$337K	Hold	5,600	–	–	0.34%	70
2014 Q4	$298K	Hold	5,600	–	–	0.29%	74
2014 Q3	$251K	Hold	5,600	–	–	0.25%	76
2014 Q2	$236K	Hold	5,600	–	–	0.21%	80
2014 Q1	$247K	Hold	5,600	–	–	0.25%	73
2013 Q4	$275K	Buy	+5,600	New	+$262K	0.29%	74

Other funds holding WST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Wheatland Advisors's WST Position: Q1 2020 in Review

Wheatland Advisors sold out of West Pharmaceutical (WST) in Q1 2020, closing a stake of 2,400 shares — an estimated $353K sold.

Wheatland Advisors first reported a position in WST in Q4 2013 and held it in 25 quarters. The position peaked at $794K in Q3 2019. 468 funds tracked by Wall St. Rank hold WST as of Q1 2020.

Wheatland Advisors reported no remaining West Pharmaceutical position as of Q1 2020 after selling out during the quarter.
Wheatland Advisors sold 2,400 West Pharmaceutical shares in Q1 2020, an estimated $353K.
Wheatland Advisors first reported a position in West Pharmaceutical in Q4 2013 and held it in 25 quarters.
Wheatland Advisors's West Pharmaceutical position peaked at $794K in Q3 2019.
468 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2020.

Based on Wheatland Advisors's 13F filing for Q1 2020, filed 8 May 2020.