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Clarfeld Financial Advisors’s Associated Banc-Corp ASB Stock Holding History

Clarfeld Financial Advisors’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
2018
Q4 		$3K Buy
+138
New +$3.16K ﹤0.01% 383

Other funds holding ASB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Clarfeld Financial Advisors's ASB Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Associated Banc-Corp (ASB) in Q4 2018: 138 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #383 among its holdings.

263 funds tracked by Wall St. Rank hold ASB as of Q4 2018.

  • Clarfeld Financial Advisors held 138 shares of Associated Banc-Corp worth $3K as of Q4 2018.
  • Associated Banc-Corp was a new Clarfeld Financial Advisors position in Q4 2018.
  • Associated Banc-Corp made up ﹤0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #383 holding.
  • 263 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.