Whitnell & Co’s Westpac Banking Corporation WBK Stock Holding History

Whitnell & Co’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
2018 Q3	–	Sell	-77	Closed	-$2K	–	375
2018 Q2	$2K	Hold	77	–	–	﹤0.01%	340
2018 Q1	$2K	Hold	77	–	–	﹤0.01%	378
2017 Q4	$2K	Buy	+77	New	+$1.9K	﹤0.01%	336
2017 Q1	–	Sell	-197	Closed	-$5K	–	392
2016 Q4	$5K	Hold	197	–	–	﹤0.01%	323
2016 Q3	$4K	Buy	+197	New	+$4.47K	﹤0.01%	332
2016 Q2	–	Sell	-618	Closed	-$14K	–	403
2016 Q1	$14K	Buy	618 +157	+34%	+$3.49K	0.01%	223
2015 Q4	$11K	Hold	461	–	–	﹤0.01%	236
2015 Q3	$10K	Buy	+461	New	+$10.8K	﹤0.01%	234

Other funds holding WBK

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Whitnell & Co's WBK Position: Q3 2018 in Review

Whitnell & Co sold out of Westpac Banking Corporation (WBK) in Q3 2018, closing a stake of 77 shares — an estimated $2K sold.

Whitnell & Co first reported a position in WBK in Q3 2015 and held it in 8 quarters. The position peaked at $14K in Q1 2016. 151 funds tracked by Wall St. Rank hold WBK as of Q3 2018.

Whitnell & Co reported no remaining Westpac Banking Corporation position as of Q3 2018 after selling out during the quarter.
Whitnell & Co sold 77 Westpac Banking Corporation shares in Q3 2018, an estimated $2K.
Whitnell & Co first reported a position in Westpac Banking Corporation in Q3 2015 and held it in 8 quarters.
Whitnell & Co's Westpac Banking Corporation position peaked at $14K in Q1 2016.
151 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q3 2018.

Based on Whitnell & Co's 13F filing for Q3 2018, filed 23 Oct 2018.