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Lenox Wealth Advisors’s East-West Bancorp EWBC Stock Holding History

Lenox Wealth Advisors’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
-106
Closed -$5K – 466
2019
Q1 		$5K Buy
+106
New +$5.42K ﹤0.01% 360
2016
Q1 		– Sell
-20
Closed -$1K – 302
2015
Q4 		$1K Buy
+20
New +$822 ﹤0.01% 391

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

Lenox Wealth Advisors's EWBC Position: Q2 2019 in Review

Lenox Wealth Advisors sold out of East-West Bancorp (EWBC) in Q2 2019, closing a stake of 106 shares — an estimated $5K sold.

Lenox Wealth Advisors first reported a position in EWBC in Q4 2015 and held it in 2 quarters. The position peaked at $5K in Q1 2019. 400 funds tracked by Wall St. Rank hold EWBC as of Q2 2019.

  • Lenox Wealth Advisors reported no remaining East-West Bancorp position as of Q2 2019 after selling out during the quarter.
  • Lenox Wealth Advisors sold 106 East-West Bancorp shares in Q2 2019, an estimated $5K.
  • Lenox Wealth Advisors first reported a position in East-West Bancorp in Q4 2015 and held it in 2 quarters.
  • Lenox Wealth Advisors's East-West Bancorp position peaked at $5K in Q1 2019.
  • 400 funds tracked by Wall St. Rank held East-West Bancorp as of Q2 2019.

Based on Lenox Wealth Advisors's 13F filing for Q2 2019, filed 12 Jul 2019.