WC
WBK

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

Whitney & 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
Q4 		– Sell
-200
Closed -$4K – 542
2018
Q3 		$4K Hold
200
– – ﹤0.01% 422
2018
Q2 		$4K Hold
200
– – ﹤0.01% 285
2018
Q1 		$4K Buy
+200
New +$4.79K ﹤0.01% 280

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Royal Bank of Canada
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AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Bank of America
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Whitney & Co's WBK Position: Q4 2018 in Review

Whitney & Co sold out of Westpac Banking Corporation (WBK) in Q4 2018, closing a stake of 200 shares — an estimated $4K sold.

Whitney & Co first reported a position in WBK in Q1 2018 and held it in 3 quarters. The position peaked at $4K in Q3 2018. 159 funds tracked by Wall St. Rank hold WBK as of Q4 2018.

  • Whitney & Co reported no remaining Westpac Banking Corporation position as of Q4 2018 after selling out during the quarter.
  • Whitney & Co sold 200 Westpac Banking Corporation shares in Q4 2018, an estimated $4K.
  • Whitney & Co first reported a position in Westpac Banking Corporation in Q1 2018 and held it in 3 quarters.
  • Whitney & Co's Westpac Banking Corporation position peaked at $4K in Q3 2018.
  • 159 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.