ITIM
ANZ

Indiana Trust & Investment Management’s AUSTRALIA & NW ZEAL ADS(RP5 SH ANZ Stock Holding History

Indiana Trust & Investment Management’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
Q3 		– Sell
-7,650
Closed -$241K – 123
2014
Q2 		$241K Hold
7,650
– – 0.14% 103
2014
Q1 		$234K Buy
+7,650
New +$234K 0.15% 101

Other funds holding ANZ

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 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
MPM
Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 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

Indiana Trust & Investment Management's ANZ Position: Q3 2014 in Review

Indiana Trust & Investment Management sold out of AUSTRALIA & NW ZEAL ADS(RP5 SH (ANZ) in Q3 2014, closing a stake of 7,650 shares — an estimated $241K sold.

Indiana Trust & Investment Management first reported a position in ANZ in Q1 2014 and held it in 2 quarters. The position peaked at $241K in Q2 2014. 26 funds tracked by Wall St. Rank hold ANZ as of Q3 2014.

  • Indiana Trust & Investment Management reported no remaining AUSTRALIA & NW ZEAL ADS(RP5 SH position as of Q3 2014 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 7,650 AUSTRALIA & NW ZEAL ADS(RP5 SH shares in Q3 2014, an estimated $241K.
  • Indiana Trust & Investment Management first reported a position in AUSTRALIA & NW ZEAL ADS(RP5 SH in Q1 2014 and held it in 2 quarters.
  • Indiana Trust & Investment Management's AUSTRALIA & NW ZEAL ADS(RP5 SH position peaked at $241K in Q2 2014.
  • 26 funds tracked by Wall St. Rank held AUSTRALIA & NW ZEAL ADS(RP5 SH as of Q3 2014.

Based on Indiana Trust & Investment Management's 13F filing for Q3 2014, filed 9 Oct 2014.