IWP
EWBC icon

Icon Wealth Partners’s East-West Bancorp EWBC Stock Holding History

Icon Wealth 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
2019
Q2 		– Sell
-780
Closed -$37K – 348
2019
Q1 		$37K Buy
+780
New +$39.9K 0.01% 418
2018
Q3 		– Sell
-550
Closed -$36K – 405
2018
Q2 		$36K Buy
+550
New +$37.2K 0.02% 455
2018
Q1 		– Sell
-572
Closed -$35K – 403
2017
Q4 		$35K Buy
+572
New +$34.1K 0.02% 493

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Icon Wealth Partners's EWBC Position: Q2 2019 in Review

Icon Wealth Partners sold out of East-West Bancorp (EWBC) in Q2 2019, closing a stake of 780 shares — an estimated $37K sold.

Icon Wealth Partners first reported a position in EWBC in Q4 2017 and held it in 3 quarters. The position peaked at $37K in Q1 2019. 400 funds tracked by Wall St. Rank hold EWBC as of Q2 2019.

  • Icon Wealth Partners reported no remaining East-West Bancorp position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 780 East-West Bancorp shares in Q2 2019, an estimated $37K.
  • Icon Wealth Partners first reported a position in East-West Bancorp in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's East-West Bancorp position peaked at $37K in Q1 2019.
  • 400 funds tracked by Wall St. Rank held East-West Bancorp as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.