EWM
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Executive Wealth Management’s Associated Banc-Corp ASB Stock Holding History

Executive Wealth Management’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
2019
Q3 		– Sell
-1,148
Closed -$24K – 173
2019
Q2 		$24K Hold
1,148
– – ﹤0.01% 439
2019
Q1 		$25K Buy
+1,148
New +$25.3K ﹤0.01% 387

Other funds holding ASB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
ABC
Associated Banc-Corp Green Bay, Wisconsin $3.78B AUM 21.74% 1-Year Est. Return

Executive Wealth Management's ASB Position: Q3 2019 in Review

Executive Wealth Management sold out of Associated Banc-Corp (ASB) in Q3 2019, closing a stake of 1,148 shares — an estimated $24K sold.

Executive Wealth Management first reported a position in ASB in Q1 2019 and held it in 2 quarters. The position peaked at $25K in Q1 2019. 256 funds tracked by Wall St. Rank hold ASB as of Q3 2019.

  • Executive Wealth Management reported no remaining Associated Banc-Corp position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 1,148 Associated Banc-Corp shares in Q3 2019, an estimated $24K.
  • Executive Wealth Management first reported a position in Associated Banc-Corp in Q1 2019 and held it in 2 quarters.
  • Executive Wealth Management's Associated Banc-Corp position peaked at $25K in Q1 2019.
  • 256 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.