JWM
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Jacobus Wealth Management’s East-West Bancorp EWBC Stock Holding History

Jacobus Wealth Management’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
Q1 		– Sell
-3,975
Closed -$165K – 271
2015
Q4 		$165K Buy
+3,975
New +$163K 0.05% 222

Other funds holding EWBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Jacobus Wealth Management's EWBC Position: Q1 2016 in Review

Jacobus Wealth Management sold out of East-West Bancorp (EWBC) in Q1 2016, closing a stake of 3,975 shares — an estimated $165K sold.

Jacobus Wealth Management first reported a position in EWBC in Q4 2015 and held it in 1 quarter. The position peaked at $165K in Q4 2015. 320 funds tracked by Wall St. Rank hold EWBC as of Q1 2016.

  • Jacobus Wealth Management reported no remaining East-West Bancorp position as of Q1 2016 after selling out during the quarter.
  • Jacobus Wealth Management sold 3,975 East-West Bancorp shares in Q1 2016, an estimated $165K.
  • Jacobus Wealth Management first reported a position in East-West Bancorp in Q4 2015 and held it in 1 quarter.
  • Jacobus Wealth Management's East-West Bancorp position peaked at $165K in Q4 2015.
  • 320 funds tracked by Wall St. Rank held East-West Bancorp as of Q1 2016.

Based on Jacobus Wealth Management's 13F filing for Q1 2016, filed 23 May 2016.