OSAM
WIBC

O'Shaughnessy Asset Management’s WILSHIRE BANCORP INC WIBC Stock Holding History

O'Shaughnessy Asset Management’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
-133,114
Closed -$1.47M – 1082
2015
Q3 		$1.47M Buy
133,114
+99,565
+297% +$1.13M 0.03% 270
2015
Q2 		$424K Buy
+33,549
New +$372K 0.01% 401
2013
Q4 		– Sell
-50,001
Closed -$408K – 1100
2013
Q3 		$408K Sell
50,001
-284,269
-85% -$2.37M 0.01% 432
2013
Q2 		$2.22M Buy
+334,270
New +$2.17M 0.06% 225

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

O'Shaughnessy Asset Management's WIBC Position: Q4 2015 in Review

O'Shaughnessy Asset Management sold out of WILSHIRE BANCORP INC (WIBC) in Q4 2015, closing a stake of 133,114 shares — an estimated $1.47M sold.

O'Shaughnessy Asset Management first reported a position in WIBC in Q2 2013 and held it in 4 quarters. The position peaked at $2.22M in Q2 2013. 143 funds tracked by Wall St. Rank hold WIBC as of Q4 2015.

  • O'Shaughnessy Asset Management reported no remaining WILSHIRE BANCORP INC position as of Q4 2015 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 133,114 WILSHIRE BANCORP INC shares in Q4 2015, an estimated $1.47M.
  • O'Shaughnessy Asset Management first reported a position in WILSHIRE BANCORP INC in Q2 2013 and held it in 4 quarters.
  • O'Shaughnessy Asset Management's WILSHIRE BANCORP INC position peaked at $2.22M in Q2 2013.
  • 143 funds tracked by Wall St. Rank held WILSHIRE BANCORP INC as of Q4 2015.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2015, filed 11 Feb 2016.