PacWest Financial Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$76.4M	Buy	96,315 +2,721	+3%	+$217K	4.53%	1
2016 Q3	$7.54M	Buy	93,594 +6,885	+8%	+$555K	4.62%	2
2016 Q2	$7.01M	Buy	86,709 +13,960	+19%	+$1.12M	4.38%	2
2016 Q1	$5.82M	Buy	72,749 +2,507	+4%	+$198K	3.75%	2
2015 Q4	$5.55M	Buy	70,242 +33,887	+93%	+$2.69M	3.71%	3
2015 Q3	$2.9M	Buy	36,355 +5,970	+20%	+$475K	2.14%	9
2015 Q2	$2.42M	Buy	30,385 +3,475	+13%	+$278K	1.7%	13
2015 Q1	$2.16M	Buy	26,910 +950	+4%	+$76K	1.52%	18
2014 Q4	$2.07M	Sell	25,960 -1,665	-6%	-$133K	1.46%	21
2014 Q3	$2.21M	Sell	27,625 -735	-3%	-$58.9K	1.64%	17
2014 Q2	$2.28M	Sell	28,360 -11,638	-29%	-$934K	1.69%	16
2014 Q1	$3.2M	Sell	39,998 -6,025	-13%	-$482K	2.48%	7
2013 Q4	$3.67K	Sell	46,023 -600	-1%	-$48K	1.11%	7
2013 Q3	$3.71M	Sell	46,623 -540	-1%	-$42.9K	3.2%	3
2013 Q2	$3.73M	Buy	+47,163	New	+$3.78M	3.55%	4

Other funds holding VCSH

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

RIG

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

PacWest Financial Management increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 2.9% in Q4 2016, buying an estimated $217K and bringing the position to 96,315 shares worth $76.4M. The position accounts for 4.53% of the portfolio, ranked #1.

PacWest Financial Management first reported a position in VCSH in Q2 2013 and has held it in 15 quarters since. 506 funds tracked by Wall St. Rank hold VCSH as of Q4 2016.

PacWest Financial Management held 96,315 shares of Vanguard Short-Term Corporate Bond ETF worth $76.4M as of Q4 2016.
PacWest Financial Management bought 2,721 Vanguard Short-Term Corporate Bond ETF shares in Q4 2016, an estimated $217K.
Vanguard Short-Term Corporate Bond ETF made up 4.53% of PacWest Financial Management's portfolio in Q4 2016, its #1 holding.
PacWest Financial Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2013 and has held it in 15 quarters since.
506 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q4 2016.

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