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PacWest Financial Management’s Estee Lauder EL Stock Holding History

PacWest Financial Management’s Portfolio EL Stock Details EL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-2,300
Closed -$204K – 82
2016
Q3 		$204K Buy
+2,300
New +$210K 0.12% 78

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

PacWest Financial Management's EL Position: Q4 2016 in Review

PacWest Financial Management sold out of Estee Lauder (EL) in Q4 2016, closing a stake of 2,300 shares — an estimated $204K sold.

PacWest Financial Management first reported a position in EL in Q3 2016 and held it in 1 quarter. The position peaked at $204K in Q3 2016. 623 funds tracked by Wall St. Rank hold EL as of Q4 2016.

  • PacWest Financial Management reported no remaining Estee Lauder position as of Q4 2016 after selling out during the quarter.
  • PacWest Financial Management sold 2,300 Estee Lauder shares in Q4 2016, an estimated $204K.
  • PacWest Financial Management first reported a position in Estee Lauder in Q3 2016 and held it in 1 quarter.
  • PacWest Financial Management's Estee Lauder position peaked at $204K in Q3 2016.
  • 623 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2016.

Based on PacWest Financial Management's 13F filing for Q4 2016, filed 10 Jan 2017.