EWM
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Executive Wealth Management’s Old Second Bancorp OSBC Stock Holding History

Executive Wealth Management’s Portfolio OSBC Stock Details OSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-4,793
Closed -$61K – 575
2019
Q2 		$61K Hold
4,793
– – 0.01% 268
2019
Q1 		$60K Buy
4,793
+1
+0% +$14 0.01% 240
2018
Q4 		$62K Buy
+4,792
New +$67.8K 0.01% 251

Other funds holding OSBC

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return

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

Executive Wealth Management sold out of Old Second Bancorp (OSBC) in Q3 2019, closing a stake of 4,793 shares — an estimated $61K sold.

Executive Wealth Management first reported a position in OSBC in Q4 2018 and held it in 3 quarters. The position peaked at $62K in Q4 2018. 116 funds tracked by Wall St. Rank hold OSBC as of Q3 2019.

  • Executive Wealth Management reported no remaining Old Second Bancorp position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 4,793 Old Second Bancorp shares in Q3 2019, an estimated $61K.
  • Executive Wealth Management first reported a position in Old Second Bancorp in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Old Second Bancorp position peaked at $62K in Q4 2018.
  • 116 funds tracked by Wall St. Rank held Old Second Bancorp as of Q3 2019.

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