IPC
ANZ

Independent Portfolio Consultants’s AUSTRALIA & NW ZEAL ADS(RP5 SH ANZ Stock Holding History

Independent Portfolio Consultants’s Portfolio ANZ Stock Details ANZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-38,220
Closed -$1.1M – 510
2013
Q4 		$1.1M Sell
38,220
-575
-1% -$16.6K 0.39% 55
2013
Q3 		$1.12M Buy
38,795
+2,045
+6% +$58.9K 0.45% 37
2013
Q2 		$961K Buy
+36,750
New +$961K 0.43% 39

Other funds holding ANZ

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return
TWI
Thomas White International Chicago, Illinois $480M AUM 11.77% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
SC
Saturna Capital Bellingham, Washington $7.13B AUM 35.47% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
CIM
Calvert Investment Management Bethesda, Maryland $2.67B AUM 18.2% 1-Year Est. Return
FBC
Fairfield, Bush & Co Darien, Connecticut $180M AUM 39.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Independent Portfolio Consultants's ANZ Position: Q1 2014 in Review

Independent Portfolio Consultants sold out of AUSTRALIA & NW ZEAL ADS(RP5 SH (ANZ) in Q1 2014, closing a stake of 38,220 shares — an estimated $1.1M sold.

Independent Portfolio Consultants first reported a position in ANZ in Q2 2013 and held it in 3 quarters. The position peaked at $1.12M in Q3 2013. 24 funds tracked by Wall St. Rank hold ANZ as of Q1 2014.

  • Independent Portfolio Consultants reported no remaining AUSTRALIA & NW ZEAL ADS(RP5 SH position as of Q1 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 38,220 AUSTRALIA & NW ZEAL ADS(RP5 SH shares in Q1 2014, an estimated $1.1M.
  • Independent Portfolio Consultants first reported a position in AUSTRALIA & NW ZEAL ADS(RP5 SH in Q2 2013 and held it in 3 quarters.
  • Independent Portfolio Consultants's AUSTRALIA & NW ZEAL ADS(RP5 SH position peaked at $1.12M in Q3 2013.
  • 24 funds tracked by Wall St. Rank held AUSTRALIA & NW ZEAL ADS(RP5 SH as of Q1 2014.

Based on Independent Portfolio Consultants's 13F filing for Q1 2014, filed 13 May 2014.