OFG
WIBC

OTA Financial Group’s WILSHIRE BANCORP INC WIBC Stock Holding History

OTA Financial Group’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
-56,181
Closed -$578K – 107
2016
Q1 		$578K Buy
+56,181
New +$577K 1% 30

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

OTA Financial Group's WIBC Position: Q2 2016 in Review

OTA Financial Group sold out of WILSHIRE BANCORP INC (WIBC) in Q2 2016, closing a stake of 56,181 shares — an estimated $578K sold.

OTA Financial Group first reported a position in WIBC in Q1 2016 and held it in 1 quarter. The position peaked at $578K in Q1 2016. 134 funds tracked by Wall St. Rank hold WIBC as of Q2 2016.

  • OTA Financial Group reported no remaining WILSHIRE BANCORP INC position as of Q2 2016 after selling out during the quarter.
  • OTA Financial Group sold 56,181 WILSHIRE BANCORP INC shares in Q2 2016, an estimated $578K.
  • OTA Financial Group first reported a position in WILSHIRE BANCORP INC in Q1 2016 and held it in 1 quarter.
  • OTA Financial Group's WILSHIRE BANCORP INC position peaked at $578K in Q1 2016.
  • 134 funds tracked by Wall St. Rank held WILSHIRE BANCORP INC as of Q2 2016.

Based on OTA Financial Group's 13F filing for Q2 2016, filed 5 Aug 2016.