EMFAT
WIBC

Emerald Mutual Fund Advisers Trust’s WILSHIRE BANCORP INC WIBC Stock Holding History

Emerald Mutual Fund Advisers Trust’s Portfolio WIBC Stock Details WIBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-20,424
Closed -$236K – 304
2015
Q4 		$236K Sell
20,424
-2,238
-10% -$25.5K 0.01% 263
2015
Q3 		$238K Sell
22,662
-26,678
-54% -$302K 0.02% 261
2015
Q2 		$623K Buy
+49,340
New +$547K 0.05% 197

Other funds holding WIBC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's WIBC Position: Q1 2016 in Review

Emerald Mutual Fund Advisers Trust sold out of WILSHIRE BANCORP INC (WIBC) in Q1 2016, closing a stake of 20,424 shares — an estimated $236K sold.

Emerald Mutual Fund Advisers Trust first reported a position in WIBC in Q2 2015 and held it in 3 quarters. The position peaked at $623K in Q2 2015. 131 funds tracked by Wall St. Rank hold WIBC as of Q1 2016.

  • Emerald Mutual Fund Advisers Trust reported no remaining WILSHIRE BANCORP INC position as of Q1 2016 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 20,424 WILSHIRE BANCORP INC shares in Q1 2016, an estimated $236K.
  • Emerald Mutual Fund Advisers Trust first reported a position in WILSHIRE BANCORP INC in Q2 2015 and held it in 3 quarters.
  • Emerald Mutual Fund Advisers Trust's WILSHIRE BANCORP INC position peaked at $623K in Q2 2015.
  • 131 funds tracked by Wall St. Rank held WILSHIRE BANCORP INC as of Q1 2016.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q1 2016, filed 28 Apr 2016.