CRC
ANZ

Curi RMB Capital’s AUSTRALIA & NW ZEAL ADS(RP5 SH ANZ Stock Holding History

Curi RMB Capital’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
2014
Q1 		– Sell
-7,694
Closed -$222K – 397
2013
Q4 		$222K Sell
7,694
-1,275
-14% -$36.8K 0.02% 331
2013
Q3 		$258K Sell
8,969
-2,920
-25% -$84K 0.02% 324
2013
Q2 		$311K Buy
+11,889
New +$311K 0.02% 283

Other funds holding ANZ

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
TWI
Thomas White International Chicago, Illinois $480M AUM 11.77% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
SC
Saturna Capital Bellingham, Washington $7.13B AUM 35.47% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
CIM
Calvert Investment Management Bethesda, Maryland $2.67B AUM 16.23% 1-Year Est. Return
FBC
Fairfield, Bush & Co Darien, Connecticut $180M AUM 39.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Curi RMB Capital's ANZ Position: Q1 2014 in Review

Curi RMB Capital sold out of AUSTRALIA & NW ZEAL ADS(RP5 SH (ANZ) in Q1 2014, closing a stake of 7,694 shares — an estimated $222K sold.

Curi RMB Capital first reported a position in ANZ in Q2 2013 and held it in 3 quarters. The position peaked at $311K in Q2 2013. 24 funds tracked by Wall St. Rank hold ANZ as of Q1 2014.

  • Curi RMB Capital reported no remaining AUSTRALIA & NW ZEAL ADS(RP5 SH position as of Q1 2014 after selling out during the quarter.
  • Curi RMB Capital sold 7,694 AUSTRALIA & NW ZEAL ADS(RP5 SH shares in Q1 2014, an estimated $222K.
  • Curi RMB Capital first reported a position in AUSTRALIA & NW ZEAL ADS(RP5 SH in Q2 2013 and held it in 3 quarters.
  • Curi RMB Capital's AUSTRALIA & NW ZEAL ADS(RP5 SH position peaked at $311K in Q2 2013.
  • 24 funds tracked by Wall St. Rank held AUSTRALIA & NW ZEAL ADS(RP5 SH as of Q1 2014.

Based on Curi RMB Capital's 13F filing for Q1 2014, filed 12 May 2014.