HAI
WIBC

Hennessy Advisors Inc’s WILSHIRE BANCORP INC WIBC Stock Holding History

Hennessy Advisors Inc’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
Q2 		– Sell
-305,000
Closed -$3.14M – 287
2016
Q1 		$3.14M Sell
305,000
-95,000
-24% -$975K 0.1% 180
2015
Q4 		$4.62M Buy
400,000
+275,000
+220% +$3.13M 0.14% 150
2015
Q3 		$1.31M Buy
+125,000
New +$1.41M 0.04% 264

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Hennessy Advisors Inc's WIBC Position: Q2 2016 in Review

Hennessy Advisors Inc sold out of WILSHIRE BANCORP INC (WIBC) in Q2 2016, closing a stake of 305,000 shares — an estimated $3.14M sold.

Hennessy Advisors Inc first reported a position in WIBC in Q3 2015 and held it in 3 quarters. The position peaked at $4.62M in Q4 2015. 134 funds tracked by Wall St. Rank hold WIBC as of Q2 2016.

  • Hennessy Advisors Inc reported no remaining WILSHIRE BANCORP INC position as of Q2 2016 after selling out during the quarter.
  • Hennessy Advisors Inc sold 305,000 WILSHIRE BANCORP INC shares in Q2 2016, an estimated $3.14M.
  • Hennessy Advisors Inc first reported a position in WILSHIRE BANCORP INC in Q3 2015 and held it in 3 quarters.
  • Hennessy Advisors Inc's WILSHIRE BANCORP INC position peaked at $4.62M in Q4 2015.
  • 134 funds tracked by Wall St. Rank held WILSHIRE BANCORP INC as of Q2 2016.

Based on Hennessy Advisors Inc's 13F filing for Q2 2016, filed 4 Aug 2016.