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PCFFS
Pacific Center for Financial Services’s
Workiva
WK
Stock Holding History
Pacific Center for Financial Services’s Portfolio
WK Stock Details
WK Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q3
–
Sell
-2,700
Closed
-$66K
–
333
2018
Q2
$66K
Buy
+2,700
New
+$67.9K
0.04%
96
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RP
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WEO
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HWM
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1-Year Est. Return
DAM
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1-Year Est. Return
Morgan Stanley
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$1.66T AUM
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1-Year Est. Return
Brown Advisory
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$60.9B AUM
15.24%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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