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

Doyle 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
2019
Q3 		– Sell
-249
Closed -$12K – 367
2019
Q2 		$12K Buy
+249
New +$11.9K ﹤0.01% 591
2019
Q1 		– Sell
-249
Closed -$11K – 352
2018
Q4 		$11K Buy
+249
New +$12.9K ﹤0.01% 603

Other funds holding EWBC

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Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Doyle Wealth Management's EWBC Position: Q3 2019 in Review

Doyle Wealth Management sold out of East-West Bancorp (EWBC) in Q3 2019, closing a stake of 249 shares — an estimated $12K sold.

Doyle Wealth Management first reported a position in EWBC in Q4 2018 and held it in 2 quarters. The position peaked at $12K in Q2 2019. 386 funds tracked by Wall St. Rank hold EWBC as of Q3 2019.

  • Doyle Wealth Management reported no remaining East-West Bancorp position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 249 East-West Bancorp shares in Q3 2019, an estimated $12K.
  • Doyle Wealth Management first reported a position in East-West Bancorp in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's East-West Bancorp position peaked at $12K in Q2 2019.
  • 386 funds tracked by Wall St. Rank held East-West Bancorp as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.