M
ANZ

MOTCO’s AUSTRALIA & NW ZEAL ADS(RP5 SH ANZ Stock Holding History

MOTCO’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
2015
Q4 		– Sell
-1,000
Closed -$19K – 576
2015
Q3 		$19K Buy
+1,000
New +$19K ﹤0.01% 379

Other funds holding ANZ

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
LCM
Logan Capital Management Newtown Square, Pennsylvania $2.3B AUM 30.85% 1-Year Est. Return

MOTCO's ANZ Position: Q4 2015 in Review

MOTCO sold out of AUSTRALIA & NW ZEAL ADS(RP5 SH (ANZ) in Q4 2015, closing a stake of 1,000 shares — an estimated $19K sold.

MOTCO first reported a position in ANZ in Q3 2015 and held it in 1 quarter. The position peaked at $19K in Q3 2015. 18 funds tracked by Wall St. Rank hold ANZ as of Q4 2015.

  • MOTCO reported no remaining AUSTRALIA & NW ZEAL ADS(RP5 SH position as of Q4 2015 after selling out during the quarter.
  • MOTCO sold 1,000 AUSTRALIA & NW ZEAL ADS(RP5 SH shares in Q4 2015, an estimated $19K.
  • MOTCO first reported a position in AUSTRALIA & NW ZEAL ADS(RP5 SH in Q3 2015 and held it in 1 quarter.
  • MOTCO's AUSTRALIA & NW ZEAL ADS(RP5 SH position peaked at $19K in Q3 2015.
  • 18 funds tracked by Wall St. Rank held AUSTRALIA & NW ZEAL ADS(RP5 SH as of Q4 2015.

Based on MOTCO's 13F filing for Q4 2015, filed 4 Feb 2016.