YMRC
WBK

Yorktown Management & Research Company’s Westpac Banking Corporation WBK Stock Holding History

Yorktown Management & Research Company’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
2017
Q2 		– Sell
-11,800
Closed -$315K – 361
2017
Q1 		$315K Hold
11,800
– – 0.08% 139
2016
Q4 		$277K Buy
+11,800
New +$276K 0.07% 176

Other funds holding WBK

Northern Trust
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Yorktown Management & Research Company's WBK Position: Q2 2017 in Review

Yorktown Management & Research Company sold out of Westpac Banking Corporation (WBK) in Q2 2017, closing a stake of 11,800 shares — an estimated $315K sold.

Yorktown Management & Research Company first reported a position in WBK in Q4 2016 and held it in 2 quarters. The position peaked at $315K in Q1 2017. 154 funds tracked by Wall St. Rank hold WBK as of Q2 2017.

  • Yorktown Management & Research Company reported no remaining Westpac Banking Corporation position as of Q2 2017 after selling out during the quarter.
  • Yorktown Management & Research Company sold 11,800 Westpac Banking Corporation shares in Q2 2017, an estimated $315K.
  • Yorktown Management & Research Company first reported a position in Westpac Banking Corporation in Q4 2016 and held it in 2 quarters.
  • Yorktown Management & Research Company's Westpac Banking Corporation position peaked at $315K in Q1 2017.
  • 154 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2017.

Based on Yorktown Management & Research Company's 13F filing for Q2 2017, filed 11 Aug 2017.