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

WFG 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
2014
Q1 		– Sell
-188
Closed -$7K – 2049
2013
Q4 		$7K Sell
188
-6
-3% -$204 ﹤0.01% 1664
2013
Q3 		$6K Sell
194
-2
-1% -$61 ﹤0.01% 1675
2013
Q2 		$5K Buy
+196
New +$4.98K ﹤0.01% 1656

Other funds holding EWBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

WFG Advisors's EWBC Position: Q1 2014 in Review

WFG Advisors sold out of East-West Bancorp (EWBC) in Q1 2014, closing a stake of 188 shares — an estimated $7K sold.

WFG Advisors first reported a position in EWBC in Q2 2013 and held it in 3 quarters. The position peaked at $7K in Q4 2013. 273 funds tracked by Wall St. Rank hold EWBC as of Q1 2014.

  • WFG Advisors reported no remaining East-West Bancorp position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 188 East-West Bancorp shares in Q1 2014, an estimated $7K.
  • WFG Advisors first reported a position in East-West Bancorp in Q2 2013 and held it in 3 quarters.
  • WFG Advisors's East-West Bancorp position peaked at $7K in Q4 2013.
  • 273 funds tracked by Wall St. Rank held East-West Bancorp as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.