Integrated Wealth Management (Palm Desert)’s East-West Bancorp EWBC Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q4	–	Sell	-19	Closed	-$1K	–	465
2016 Q3	$1K	Hold	19	–	–	﹤0.01%	1139
2016 Q2	$1K	Hold	19	–	–	﹤0.01%	1163
2016 Q1	$1K	Hold	19	–	–	﹤0.01%	1086
2015 Q4	$1K	Hold	19	–	–	﹤0.01%	1176
2015 Q3	$1K	Hold	19	–	–	﹤0.01%	1191
2015 Q2	$1K	Hold	19	–	–	﹤0.01%	1226
2015 Q1	$0	Buy	+19	New	+$743	﹤0.01%	1308

Other funds holding EWBC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s EWBC Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of East-West Bancorp (EWBC) in Q4 2016, closing a stake of 19 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in EWBC in Q1 2015 and held it in 7 quarters. The position peaked at $1K in Q3 2016. 356 funds tracked by Wall St. Rank hold EWBC as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining East-West Bancorp position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 19 East-West Bancorp shares in Q4 2016, an estimated $1K.
Integrated Wealth Management (Palm Desert) first reported a position in East-West Bancorp in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s East-West Bancorp position peaked at $1K in Q3 2016.
356 funds tracked by Wall St. Rank held East-West Bancorp as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.