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Plante Moran Financial Advisors’s East-West Bancorp EWBC Stock Holding History

Plante Moran Financial 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
Q4 		– Sell
-124
Closed -$5K – 797
2019
Q3 		$5K Hold
124
– – ﹤0.01% 682
2019
Q2 		$6K Sell
124
-4
-3% -$192 ﹤0.01% 619
2019
Q1 		$6K Sell
128
-21
-14% -$1.07K ﹤0.01% 618
2018
Q4 		$6K Buy
149
+17
+13% +$881 ﹤0.01% 569
2018
Q3 		$8K Buy
132
+33
+33% +$2.12K ﹤0.01% 518
2018
Q2 		$6K Sell
99
-39
-28% -$2.64K ﹤0.01% 605
2018
Q1 		$9K Hold
138
– – ﹤0.01% 617
2017
Q4 		$8K Hold
138
– – ﹤0.01% 624
2017
Q3 		$8K Hold
138
– – ﹤0.01% 573
2017
Q2 		$8K Sell
138
-400
-74% -$22K 0.01% 584
2017
Q1 		$28K Buy
538
+138
+35% +$7.24K 0.02% 414
2016
Q4 		$20K Buy
+400
New +$17.8K 0.01% 483

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Plante Moran Financial Advisors's EWBC Position: Q4 2019 in Review

Plante Moran Financial Advisors sold out of East-West Bancorp (EWBC) in Q4 2019, closing a stake of 124 shares — an estimated $5K sold.

Plante Moran Financial Advisors first reported a position in EWBC in Q4 2016 and held it in 12 quarters. The position peaked at $28K in Q1 2017. 371 funds tracked by Wall St. Rank hold EWBC as of Q4 2019.

  • Plante Moran Financial Advisors reported no remaining East-West Bancorp position as of Q4 2019 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 124 East-West Bancorp shares in Q4 2019, an estimated $5K.
  • Plante Moran Financial Advisors first reported a position in East-West Bancorp in Q4 2016 and held it in 12 quarters.
  • Plante Moran Financial Advisors's East-West Bancorp position peaked at $28K in Q1 2017.
  • 371 funds tracked by Wall St. Rank held East-West Bancorp as of Q4 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.