EWM
WBCO

Elite Wealth Management’s WASHINGTON BANKING CO WBCO Stock Holding History

Elite Wealth Management’s Portfolio WBCO Stock Details WBCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-2,000
Closed -$35K – 809
2013
Q4 		$35K Buy
+2,000
New +$33.2K 0.03% 205

Other funds holding WBCO

FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LIM
Longfellow Investment Management Boston, Massachusetts $480M AUM 8% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

Elite Wealth Management's WBCO Position: Q1 2014 in Review

Elite Wealth Management sold out of WASHINGTON BANKING CO (WBCO) in Q1 2014, closing a stake of 2,000 shares — an estimated $35K sold.

Elite Wealth Management first reported a position in WBCO in Q4 2013 and held it in 1 quarter. The position peaked at $35K in Q4 2013. 89 funds tracked by Wall St. Rank hold WBCO as of Q1 2014.

  • Elite Wealth Management reported no remaining WASHINGTON BANKING CO position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 2,000 WASHINGTON BANKING CO shares in Q1 2014, an estimated $35K.
  • Elite Wealth Management first reported a position in WASHINGTON BANKING CO in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's WASHINGTON BANKING CO position peaked at $35K in Q4 2013.
  • 89 funds tracked by Wall St. Rank held WASHINGTON BANKING CO as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.