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

Gupta 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
2016
Q1 		– Sell
-204
Closed -$8K – 1184
2015
Q4 		$8K Buy
+204
New +$8.39K ﹤0.01% 931
2015
Q3 		– Sell
-752
Closed -$34K – 1278
2015
Q2 		$34K Buy
+752
New +$32.2K 0.01% 562

Other funds holding EWBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Gupta Wealth Management's EWBC Position: Q1 2016 in Review

Gupta Wealth Management sold out of East-West Bancorp (EWBC) in Q1 2016, closing a stake of 204 shares — an estimated $8K sold.

Gupta Wealth Management first reported a position in EWBC in Q2 2015 and held it in 2 quarters. The position peaked at $34K in Q2 2015. 320 funds tracked by Wall St. Rank hold EWBC as of Q1 2016.

  • Gupta Wealth Management reported no remaining East-West Bancorp position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 204 East-West Bancorp shares in Q1 2016, an estimated $8K.
  • Gupta Wealth Management first reported a position in East-West Bancorp in Q2 2015 and held it in 2 quarters.
  • Gupta Wealth Management's East-West Bancorp position peaked at $34K in Q2 2015.
  • 320 funds tracked by Wall St. Rank held East-West Bancorp as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.