LPL Financial
WIBC

LPL Financial’s WILSHIRE BANCORP INC WIBC Stock Holding History

LPL Financial’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
Q4 		– Sell
-19,378
Closed -$209K – 3331
2015
Q3 		$209K Buy
19,378
+1,060
+6% +$12K ﹤0.01% 2485
2015
Q2 		$228K Buy
18,318
+1,779
+11% +$19.7K ﹤0.01% 2534
2015
Q1 		$165K Buy
16,539
+3,068
+23% +$29.6K ﹤0.01% 2599
2014
Q4 		$136K Buy
13,471
+2,352
+21% +$22.9K ﹤0.01% 2593
2014
Q3 		$103K Buy
+11,119
New +$107K ﹤0.01% 2600

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

LPL Financial's WIBC Position: Q4 2015 in Review

LPL Financial sold out of WILSHIRE BANCORP INC (WIBC) in Q4 2015, closing a stake of 19,378 shares — an estimated $209K sold.

LPL Financial first reported a position in WIBC in Q3 2014 and held it in 5 quarters. The position peaked at $228K in Q2 2015. 143 funds tracked by Wall St. Rank hold WIBC as of Q4 2015.

  • LPL Financial reported no remaining WILSHIRE BANCORP INC position as of Q4 2015 after selling out during the quarter.
  • LPL Financial sold 19,378 WILSHIRE BANCORP INC shares in Q4 2015, an estimated $209K.
  • LPL Financial first reported a position in WILSHIRE BANCORP INC in Q3 2014 and held it in 5 quarters.
  • LPL Financial's WILSHIRE BANCORP INC position peaked at $228K in Q2 2015.
  • 143 funds tracked by Wall St. Rank held WILSHIRE BANCORP INC as of Q4 2015.

Based on LPL Financial's 13F filing for Q4 2015, filed 12 Feb 2016.