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Wealthspire Advisors (Maryland)’s East-West Bancorp EWBC Stock Holding History

Wealthspire Advisors (Maryland)’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
Q1 		– Sell
-5,016
Closed -$244K – 455
2019
Q4 		$244K Sell
5,016
-238
-5% -$10.7K 0.02% 428
2019
Q3 		$233K Sell
5,254
-8
-0.2% -$351 0.02% 402
2019
Q2 		$246K Buy
5,262
+1,415
+37% +$67.8K 0.02% 393
2019
Q1 		$185K Sell
3,847
-364
-9% -$18.6K 0.01% 458
2018
Q4 		$183K Sell
4,211
-56
-1% -$2.9K 0.02% 421
2018
Q3 		$258K Sell
4,267
-19
-0.4% -$1.22K 0.02% 394
2018
Q2 		$279K Buy
4,286
+49
+1% +$3.31K 0.03% 383
2018
Q1 		$265K Sell
4,237
-460
-10% -$30.2K 0.03% 393
2017
Q4 		$286K Sell
4,697
-349
-7% -$20.8K 0.03% 380
2017
Q3 		$302K Buy
5,046
+1,008
+25% +$57.2K 0.03% 358
2017
Q2 		$237K Buy
4,038
+2,047
+103% +$113K 0.03% 398
2017
Q1 		$103K Sell
1,991
-18
-0.9% -$945 0.01% 590
2016
Q4 		$102K Sell
2,009
-405
-17% -$18K 0.02% 572
2016
Q3 		$89K Sell
2,414
-1,717
-42% -$60.4K 0.01% 603
2016
Q2 		$141K Buy
4,131
+1,601
+63% +$57.8K 0.02% 458
2016
Q1 		$82K Sell
2,530
-2,367
-48% -$77.2K 0.01% 573
2015
Q4 		$203K Buy
+4,897
New +$201K 0.04% 357

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EWBC Position: Q1 2020 in Review

Wealthspire Advisors (Maryland) sold out of East-West Bancorp (EWBC) in Q1 2020, closing a stake of 5,016 shares — an estimated $244K sold.

Wealthspire Advisors (Maryland) first reported a position in EWBC in Q4 2015 and held it in 17 quarters. The position peaked at $302K in Q3 2017. 333 funds tracked by Wall St. Rank hold EWBC as of Q1 2020.

  • Wealthspire Advisors (Maryland) reported no remaining East-West Bancorp position as of Q1 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 5,016 East-West Bancorp shares in Q1 2020, an estimated $244K.
  • Wealthspire Advisors (Maryland) first reported a position in East-West Bancorp in Q4 2015 and held it in 17 quarters.
  • Wealthspire Advisors (Maryland)'s East-West Bancorp position peaked at $302K in Q3 2017.
  • 333 funds tracked by Wall St. Rank held East-West Bancorp as of Q1 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2020, filed 13 May 2020.