BC
ANZ

Bartlett & Co’s AUSTRALIA & NW ZEAL ADS(RP5 SH ANZ Stock Holding History

Bartlett & Co’s Portfolio ANZ Stock Details ANZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-28
Closed -$1K – 1099
2021
Q2 		$1K Hold
28
– – ﹤0.01% 971
2021
Q1 		$1K Hold
28
– – ﹤0.01% 1000
2020
Q4 		$0 Buy
+28
New – ﹤0.01% 1215

Other funds holding ANZ

LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bartlett & Co's ANZ Position: Q3 2021 in Review

Bartlett & Co sold out of AUSTRALIA & NW ZEAL ADS(RP5 SH (ANZ) in Q3 2021, closing a stake of 28 shares — an estimated $1K sold.

Bartlett & Co first reported a position in ANZ in Q4 2020 and held it in 3 quarters. The position peaked at $1K in Q2 2021. 5 funds tracked by Wall St. Rank hold ANZ as of Q3 2021.

  • Bartlett & Co reported no remaining AUSTRALIA & NW ZEAL ADS(RP5 SH position as of Q3 2021 after selling out during the quarter.
  • Bartlett & Co sold 28 AUSTRALIA & NW ZEAL ADS(RP5 SH shares in Q3 2021, an estimated $1K.
  • Bartlett & Co first reported a position in AUSTRALIA & NW ZEAL ADS(RP5 SH in Q4 2020 and held it in 3 quarters.
  • Bartlett & Co's AUSTRALIA & NW ZEAL ADS(RP5 SH position peaked at $1K in Q2 2021.
  • 5 funds tracked by Wall St. Rank held AUSTRALIA & NW ZEAL ADS(RP5 SH as of Q3 2021.

Based on Bartlett & Co's 13F filing for Q3 2021, filed 15 Oct 2021.