PacWest Financial Management Inc

13F Filings History

Latest 13F report
Q4 2016 - Jan 10, 2017
Value $
$139M
Signature - Title
Elliot Kauffman - Chief Compliance Officer
Location
Phoenix, AZ
Summary
This page shows a list of all the recent 13F filings made by PacWest Financial Management Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PacWest Financial Management Inc reported 81 stock holdings with total value $139M as of Q4 2016. Top holdings included IHDG, VIGI, MDY, SHM, and TDTT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2016 81 $139M $0 $0 IHDG, VIGI, MDY, SHM, TDTT 13F-HR 1/10/2017, 01:01 PM
Q3 2016 78 $163M +$8.7M -$6.84M +$1.86M VCIT, VCSH, IJR, IHDG, MSFT 13F-HR 10/11/2016, 12:26 PM
Q2 2016 80 $160M +$11.6M -$9.49M +$2.12M VCIT, VCSH, IJR, IHDG, MSFT 13F-HR 7/11/2016, 04:03 PM
Q1 2016 81 $155M +$12.5M -$10.5M +$2.01M IJR, VCSH, MSFT, SPSB, TJX 13F-HR 4/25/2016, 03:45 PM
Q4 2015 85 $149M +$14.8M -$7.41M +$7.39M SPSB, IJR, VCSH, MSFT, HEDJ 13F-HR 1/15/2016, 02:53 PM
Q3 2015 82 $135M +$10.8M -$8.77M +$2.02M HEDJ, IJR, SPSB, MSFT, TJX 13F-HR 10/9/2015, 04:05 PM
Q2 2015 89 $142M +$5.28M -$2.01M +$3.28M IJR, SPSB, HEDJ, MSFT, VFC 13F-HR 7/16/2015, 12:38 PM
Q1 2015 88 $142M +$10.9M -$10.5M +$414K IJR, SPSB, HEDJ, VFC, TJX 13F-HR 4/15/2015, 03:15 PM
Q4 2014 87 $141M +$9.37M -$6.57M +$2.79M IJR, SPSB, MSFT, VFC, TJX 13F-HR 2/25/2015, 01:54 PM
Q3 2014 86 $134M +$7.43M -$7.63M -$195K IJR, SPSB, MSFT, BSJG, IBM 13F-HR 10/28/2014, 04:23 PM
Q2 2014 88 $133M +$8.78M -$5.06M +$3.72M IJR, SPSB, BSJF, IBM, MSFT 13F-HR 7/23/2014, 05:47 PM
Q1 2014 89 $128M +$15.9M -$16.3M -$386K IJR, BSJF, SPSB, IBM, VFC 13F-HR 4/22/2014, 04:58 PM
Q4 2013 90 $129M $0 $0 IJR, BSJE, SPSB, MSFT, BSJF Restatement 1/27/2014, 01:45 PM