PacWest Financial Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

PacWest Financial Management’s Portfolio VCIT Stock Details VCIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$75.6M	Buy	88,253 +678	+0.8%	+$59K	4.48%	2
2016 Q3	$7.84M	Buy	87,575 +2,590	+3%	+$232K	4.8%	1
2016 Q2	$7.6M	Buy	84,985 +54,285	+177%	+$4.76M	4.75%	1
2016 Q1	$2.67M	Buy	30,700 +21,490	+233%	+$1.82M	1.72%	17
2015 Q4	$774K	Buy	+9,210	New	+$783K	0.52%	64
2014 Q1	–	Sell	-36,112	Closed	-$2.99K	–	92
2013 Q4	$2.99K	Sell	36,112 -7,259	-17%	-$608K	0.9%	10
2013 Q3	$3.62M	Sell	43,371 -21,960	-34%	-$1.82M	3.12%	4
2013 Q2	$5.42M	Buy	+65,331	New	+$5.67M	5.16%	1

Other funds holding VCIT

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

PacWest Financial Management increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 0.77% in Q4 2016, buying an estimated $59K and bringing the position to 88,253 shares worth $75.6M. The position accounts for 4.48% of the portfolio, ranked #2.

PacWest Financial Management first reported a position in VCIT in Q2 2013 and has held it in 8 quarters since. 363 funds tracked by Wall St. Rank hold VCIT as of Q4 2016.

PacWest Financial Management held 88,253 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $75.6M as of Q4 2016.
PacWest Financial Management bought 678 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2016, an estimated $59K.
Vanguard Intermediate-Term Corporate Bond ETF made up 4.48% of PacWest Financial Management's portfolio in Q4 2016, its #2 holding.
PacWest Financial Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2013 and has held it in 8 quarters since.
363 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2016.

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