Winfield Associates’s Westpac Banking Corporation WBK Stock Holding History

Winfield Associates’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 Q1	–	Sell	-990	Closed	-$25K	–	808
2017 Q4	$25K	Buy	990 +80	+9%	+$1.98K	0.01%	273
2017 Q3	$23K	Hold	910	–	–	0.01%	276
2017 Q2	$21K	Sell	910 -100	-10%	-$2.43K	0.01%	287
2017 Q1	$27K	Hold	1,010	–	–	0.02%	235
2016 Q4	$24K	Buy	1,010 +100	+11%	+$2.34K	0.01%	242
2016 Q3	$21K	Hold	910	–	–	0.01%	245
2016 Q2	$20K	Buy	910 +30	+3%	+$672	0.01%	253
2016 Q1	$20K	Buy	+880	New	+$19.6K	0.01%	238

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

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

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

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

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

RJA

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Winfield Associates's WBK Position: Q1 2018 in Review

Winfield Associates sold out of Westpac Banking Corporation (WBK) in Q1 2018, closing a stake of 990 shares — an estimated $25K sold.

Winfield Associates first reported a position in WBK in Q1 2016 and held it in 8 quarters. The position peaked at $27K in Q1 2017. 178 funds tracked by Wall St. Rank hold WBK as of Q1 2018.

Winfield Associates reported no remaining Westpac Banking Corporation position as of Q1 2018 after selling out during the quarter.
Winfield Associates sold 990 Westpac Banking Corporation shares in Q1 2018, an estimated $25K.
Winfield Associates first reported a position in Westpac Banking Corporation in Q1 2016 and held it in 8 quarters.
Winfield Associates's Westpac Banking Corporation position peaked at $27K in Q1 2017.
178 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.