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

Evercore 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
-698,550
Closed -$32.7M – 408
2019
Q2 		$32.7M Sell
698,550
-1,629
-0.2% -$78K 0.99% 36
2019
Q1 		$33.6M Buy
700,179
+21,992
+3% +$1.12M 1.08% 33
2018
Q4 		$29.5M Sell
678,187
-22,210
-3% -$1.15M 1.12% 33
2018
Q3 		$42.3M Buy
700,397
+2,860
+0.4% +$184K 1.35% 27
2018
Q2 		$45.5M Buy
697,537
+20,561
+3% +$1.39M 1.55% 22
2018
Q1 		$42.3M Sell
676,976
-4,513
-0.7% -$296K 1.62% 22
2017
Q4 		$41.5M Sell
681,489
-4,449
-0.6% -$265K 1.54% 26
2017
Q3 		$41M Sell
685,938
-14,816
-2% -$841K 1.6% 22
2017
Q2 		$41M Sell
700,754
-6,051
-0.9% -$333K 1.59% 22
2017
Q1 		$36.5M Sell
706,805
-1,676
-0.2% -$88K 1.43% 25
2016
Q4 		$36M Buy
708,481
+2,546
+0.4% +$113K 1.49% 26
2016
Q3 		$25.9M Sell
705,935
-43,835
-6% -$1.54M 1.07% 37
2016
Q2 		$25.6M Sell
749,770
-10,656
-1% -$384K 1.13% 32
2016
Q1 		$24.7M Buy
760,426
+65,030
+9% +$2.12M 1.09% 33
2015
Q4 		$28.9M Buy
695,396
+38,881
+6% +$1.6M 1.34% 27
2015
Q3 		$25.2M Buy
656,515
+70,413
+12% +$2.98M 1.21% 30
2015
Q2 		$26.3M Buy
586,102
+35,128
+6% +$1.5M 1.19% 31
2015
Q1 		$22.2M Buy
+550,974
New +$21.6M 1.02% 34

Other funds holding EWBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

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

Evercore Wealth Management sold out of East-West Bancorp (EWBC) in Q3 2019, closing a stake of 698,550 shares — an estimated $32.7M sold.

Evercore Wealth Management first reported a position in EWBC in Q1 2015 and held it in 18 quarters. The position peaked at $45.5M in Q2 2018. 386 funds tracked by Wall St. Rank hold EWBC as of Q3 2019.

  • Evercore Wealth Management reported no remaining East-West Bancorp position as of Q3 2019 after selling out during the quarter.
  • Evercore Wealth Management sold 698,550 East-West Bancorp shares in Q3 2019, an estimated $32.7M.
  • Evercore Wealth Management first reported a position in East-West Bancorp in Q1 2015 and held it in 18 quarters.
  • Evercore Wealth Management's East-West Bancorp position peaked at $45.5M in Q2 2018.
  • 386 funds tracked by Wall St. Rank held East-West Bancorp as of Q3 2019.

Based on Evercore Wealth Management's 13F filing for Q3 2019, filed 14 Nov 2019.