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Waverly Advisors’s East-West Bancorp EWBC Stock Holding History

Waverly 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
2015
Q4 		– Sell
-677
Closed -$26K – 211
2015
Q3 		$26K Buy
+677
New +$28.6K 0.02% 221

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Waverly Advisors's EWBC Position: Q4 2015 in Review

Waverly Advisors sold out of East-West Bancorp (EWBC) in Q4 2015, closing a stake of 677 shares — an estimated $26K sold.

Waverly Advisors first reported a position in EWBC in Q3 2015 and held it in 1 quarter. The position peaked at $26K in Q3 2015. 332 funds tracked by Wall St. Rank hold EWBC as of Q4 2015.

  • Waverly Advisors reported no remaining East-West Bancorp position as of Q4 2015 after selling out during the quarter.
  • Waverly Advisors sold 677 East-West Bancorp shares in Q4 2015, an estimated $26K.
  • Waverly Advisors first reported a position in East-West Bancorp in Q3 2015 and held it in 1 quarter.
  • Waverly Advisors's East-West Bancorp position peaked at $26K in Q3 2015.
  • 332 funds tracked by Wall St. Rank held East-West Bancorp as of Q4 2015.

Based on Waverly Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.