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Checchi Capital Advisers’s Associated Banc-Corp ASB Stock Holding History

Checchi Capital Advisers’s Portfolio ASB Stock Details ASB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-1,014
Closed -$17K – 449
2016
Q2 		$17K Sell
1,014
-829
-45% -$14.8K ﹤0.01% 1194
2016
Q1 		$33K Buy
+1,843
New +$32.2K 0.01% 959

Other funds holding ASB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Checchi Capital Advisers's ASB Position: Q3 2016 in Review

Checchi Capital Advisers sold out of Associated Banc-Corp (ASB) in Q3 2016, closing a stake of 1,014 shares — an estimated $17K sold.

Checchi Capital Advisers first reported a position in ASB in Q1 2016 and held it in 2 quarters. The position peaked at $33K in Q1 2016. 210 funds tracked by Wall St. Rank hold ASB as of Q3 2016.

  • Checchi Capital Advisers reported no remaining Associated Banc-Corp position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 1,014 Associated Banc-Corp shares in Q3 2016, an estimated $17K.
  • Checchi Capital Advisers first reported a position in Associated Banc-Corp in Q1 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's Associated Banc-Corp position peaked at $33K in Q1 2016.
  • 210 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.