LI
WIBC

LMCG Investments’s WILSHIRE BANCORP INC WIBC Stock Holding History

LMCG Investments’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
2015
Q3 		$461K Buy
43,818
+3,871
+10% +$43.8K 0.01% 470
2015
Q2 		$505K Sell
39,947
-8,588
-18% -$95.3K 0.01% 432
2015
Q1 		$484K Buy
+48,535
New +$469K 0.01% 448

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

LMCG Investments's WIBC Position: Q3 2015 in Review

LMCG Investments increased its WILSHIRE BANCORP INC (WIBC) stake by 9.7% in Q3 2015, buying an estimated $43.8K and bringing the position to 43,818 shares worth $461K. The position accounts for 0.01% of the portfolio, ranked #470.

LMCG Investments first reported a position in WIBC in Q1 2015 and has held it in 3 quarters since. The position peaked at $505K in Q2 2015. 145 funds tracked by Wall St. Rank hold WIBC as of Q3 2015.

  • LMCG Investments held 43,818 shares of WILSHIRE BANCORP INC worth $461K as of Q3 2015.
  • LMCG Investments bought 3,871 WILSHIRE BANCORP INC shares in Q3 2015, an estimated $43.8K.
  • WILSHIRE BANCORP INC made up 0.01% of LMCG Investments's portfolio in Q3 2015, its #470 holding.
  • LMCG Investments first reported a position in WILSHIRE BANCORP INC in Q1 2015 and has held it in 3 quarters since.
  • LMCG Investments's WILSHIRE BANCORP INC position peaked at $505K in Q2 2015.
  • 145 funds tracked by Wall St. Rank held WILSHIRE BANCORP INC as of Q3 2015.

Based on LMCG Investments's 13F filing for Q3 2015, filed 4 Nov 2015.