TrueWealth LLC’s East-West Bancorp EWBC Stock Holding History

TrueWealth LLC’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
2020 Q2	$7K	Buy	186 +2	+1%	+$67	﹤0.01%	523
2020 Q1	$5K	Buy	184 +1	+0.5%	+$42	﹤0.01%	548
2019 Q4	$9K	Buy	183 +1	+0.5%	+$45	﹤0.01%	472
2019 Q3	$8K	Buy	182 +1	+0.6%	+$44	﹤0.01%	485
2019 Q2	$8K	Buy	181 +1	+0.6%	+$48	﹤0.01%	492
2019 Q1	$9K	Hold	180	–	–	﹤0.01%	473
2018 Q4	$8K	Sell	180 -11	-6%	-$570	﹤0.01%	467
2018 Q3	$12K	Hold	191	–	–	0.01%	453
2018 Q2	$12K	Hold	191	–	–	0.01%	454
2018 Q1	$12K	Hold	191	–	–	0.01%	421
2017 Q4	$12K	Buy	+191	New	+$11.4K	0.01%	471

Other funds holding EWBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

TrueWealth LLC's EWBC Position: Q2 2020 in Review

TrueWealth LLC increased its East-West Bancorp (EWBC) stake by 1.1% in Q2 2020, buying an estimated $67 and bringing the position to 186 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

TrueWealth LLC first reported a position in EWBC in Q4 2017 and has held it in 11 quarters since. The position peaked at $12K in Q3 2018. 329 funds tracked by Wall St. Rank hold EWBC as of Q2 2020.

TrueWealth LLC held 186 shares of East-West Bancorp worth $7K as of Q2 2020.
TrueWealth LLC bought 2 East-West Bancorp shares in Q2 2020, an estimated $67.
East-West Bancorp made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #523 holding.
TrueWealth LLC first reported a position in East-West Bancorp in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's East-West Bancorp position peaked at $12K in Q3 2018.
329 funds tracked by Wall St. Rank held East-West Bancorp as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.