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Holistic Financial Partners’s East-West Bancorp EWBC Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-426
Closed -$27K – 144
2018
Q1 		$27K Hold
426
– – 0.02% 254
2017
Q4 		$26K Buy
+426
New +$25.4K 0.02% 258

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Holistic Financial Partners's EWBC Position: Q2 2018 in Review

Holistic Financial Partners sold out of East-West Bancorp (EWBC) in Q2 2018, closing a stake of 426 shares — an estimated $27K sold.

Holistic Financial Partners first reported a position in EWBC in Q4 2017 and held it in 2 quarters. The position peaked at $27K in Q1 2018. 452 funds tracked by Wall St. Rank hold EWBC as of Q2 2018.

  • Holistic Financial Partners reported no remaining East-West Bancorp position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 426 East-West Bancorp shares in Q2 2018, an estimated $27K.
  • Holistic Financial Partners first reported a position in East-West Bancorp in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's East-West Bancorp position peaked at $27K in Q1 2018.
  • 452 funds tracked by Wall St. Rank held East-West Bancorp as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.