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PacWest Financial Management Inc

Q4 2016 13F Holdings

  • Location
    phoenix, AZ
  • Num holdings

    82

  • Value ($000)

    $1,688,600

  • Date Filed
    01/10/2017
  • Form type
    13F-HR
  • CIK
    0001304762
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2016 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VCSH

Vanguard Corp Bond ETF

SHRT TRM CORP BD
92206C409
$76.45M
5 %

96,315

V
VCIT

Vanguard IT Corp Bond ETF

INT-TERM CORP
92206C870
$75.63M
5 %

88,253

I
IJR

Ishares Tr S&P Smallcap

CORE S&P SCP ETF
464287804
$67.89M
4 %

49,368

I
IHDG

WisdomTree Intl Hedged Di

INTL HDG QTLY DIV
97717X594
$60.05M
4 %

227,895

M
MSFT

Microsoft Corp

COM
594918104
$48M
3 %

77,251

H
HEDJ

WisdomTree Europe Hedged

EUROPE HEDGED EQ
97717X701
$46.73M
3 %

81,417

G
GE

General Electric Company

COM
369604103
$39.18M
2 %

123,992

I
IVV

Ishares TRUST S&P

CORE S&P500 ETF
464287200
$38.78M
2 %

17,237

B
BAC

Verizon Communications

COM
92343V104
$37.54M
2 %

70,319

---

T J X Cos Inc

COM
872540109
$36.85M
2 %

49,050

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