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Bar Harbor Wealth Management’s East-West Bancorp EWBC Stock Holding History

Bar Harbor Wealth Management’s Portfolio EWBC Stock Details EWBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-8,257
Closed -$402K – 243
2019
Q4 		$402K Sell
8,257
-2,054
-20% -$92.6K 0.04% 211
2019
Q3 		$457K Sell
10,311
-7,376
-42% -$324K 0.05% 209
2019
Q2 		$827K Sell
17,687
-410
-2% -$19.6K 0.1% 161
2019
Q1 		$868K Hold
18,097
– – 0.1% 147
2018
Q4 		$788K Sell
18,097
-64
-0.4% -$3.32K 0.1% 144
2018
Q3 		$1.1M Sell
18,161
-432
-2% -$27.7K 0.12% 136
2018
Q2 		$1.21M Hold
18,593
– – 0.15% 124
2018
Q1 		$1.16M Buy
18,593
+15
+0.1% +$984 0.14% 123
2017
Q4 		$1.13M Hold
18,578
– – 0.13% 126
2017
Q3 		$1.11M Hold
18,578
– – 0.13% 127
2017
Q2 		$1.09M Sell
18,578
-636
-3% -$35K 0.13% 128
2017
Q1 		$992K Sell
19,214
-46
-0.2% -$2.41K 0.12% 140
2016
Q4 		$979K Sell
19,260
-21
-0.1% -$934 0.11% 150
2016
Q3 		$708K Sell
19,281
-300
-2% -$10.6K 0.08% 179
2016
Q2 		$670K Buy
19,581
+1,044
+6% +$37.7K 0.08% 177
2016
Q1 		$602K Buy
18,537
+118
+0.6% +$3.85K 0.07% 188
2015
Q4 		$765K Sell
18,419
-445
-2% -$18.3K 0.1% 159
2015
Q3 		$725K Sell
18,864
-4,633
-20% -$196K 0.1% 159
2015
Q2 		$1.05M Buy
23,497
+464
+2% +$19.9K 0.13% 122
2015
Q1 		$932K Sell
23,033
-1,007
-4% -$39.4K 0.11% 135
2014
Q4 		$931K Sell
24,040
-59
-0.2% -$2.14K 0.12% 133
2014
Q3 		$819K Sell
24,099
-15
-0.1% -$520 0.11% 137
2014
Q2 		$843K Sell
24,114
-440
-2% -$15.3K 0.11% 137
2014
Q1 		$897K Buy
24,554
+158
+0.6% +$5.57K 0.12% 132
2013
Q4 		$853K Sell
24,396
-5,488
-18% -$186K 0.11% 132
2013
Q3 		$955K Sell
29,884
-1,112
-4% -$33.6K 0.13% 122
2013
Q2 		$853K Buy
+30,996
New +$788K 0.12% 127

Other funds holding EWBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bar Harbor Wealth Management's EWBC Position: Q1 2020 in Review

Bar Harbor Wealth Management sold out of East-West Bancorp (EWBC) in Q1 2020, closing a stake of 8,257 shares — an estimated $402K sold.

Bar Harbor Wealth Management first reported a position in EWBC in Q2 2013 and held it in 27 quarters. The position peaked at $1.21M in Q2 2018. 333 funds tracked by Wall St. Rank hold EWBC as of Q1 2020.

  • Bar Harbor Wealth Management reported no remaining East-West Bancorp position as of Q1 2020 after selling out during the quarter.
  • Bar Harbor Wealth Management sold 8,257 East-West Bancorp shares in Q1 2020, an estimated $402K.
  • Bar Harbor Wealth Management first reported a position in East-West Bancorp in Q2 2013 and held it in 27 quarters.
  • Bar Harbor Wealth Management's East-West Bancorp position peaked at $1.21M in Q2 2018.
  • 333 funds tracked by Wall St. Rank held East-West Bancorp as of Q1 2020.

Based on Bar Harbor Wealth Management's 13F filing for Q1 2020, filed 14 May 2020.