PacWest Financial Management Inc
Q4 2016 13F Holdings
- Locationphoenix, AZ
- Num holdings
82
- Value ($000)
$1,688,600
- Date Filed01/10/2017
- Form type13F-HR
- CIK0001304762
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2016 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VCSH Vanguard Corp Bond ETF | SHRT TRM CORP BD | 92206C409 | $76.44M | 5 % | 96,315 | ||
VCIT Vanguard IT Corp Bond ETF | INT-TERM CORP | 92206C870 | $75.63M | 5 % | 88,253 | ||
IJR Ishares Tr S&P Smallcap | CORE S&P SCP ETF | 464287804 | $67.89M | 4 % | 49,368 | ||
IHDG WisdomTree Intl Hedged Di | INTL HDG QTLY DIV | 97717X594 | $60.05M | 4 % | 227,895 | ||
MSFT Microsoft Corp | COM | 594918104 | $48.00M | 3 % | 77,251 | ||
HEDJ WisdomTree Europe Hedged | EUROPE HEDGED EQ | 97717X701 | $46.73M | 3 % | 81,417 | ||
GE General Electric Company | COM | 369604103 | $39.18M | 2 % | 123,992 | ||
IVV Ishares TRUST S&P | CORE S&P500 ETF | 464287200 | $38.78M | 2 % | 17,237 | ||
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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