WI
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WBI Investments’s Central Pacific Financial CPF Stock Holding History

WBI Investments’s Portfolio CPF Stock Details CPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-75,279
Closed -$1.9M – 302
2016
Q3 		$1.9M Buy
+75,279
New +$1.87M 0.07% 170

Other funds holding CPF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

WBI Investments's CPF Position: Q4 2016 in Review

WBI Investments sold out of Central Pacific Financial (CPF) in Q4 2016, closing a stake of 75,279 shares — an estimated $1.9M sold.

WBI Investments first reported a position in CPF in Q3 2016 and held it in 1 quarter. The position peaked at $1.9M in Q3 2016. 163 funds tracked by Wall St. Rank hold CPF as of Q4 2016.

  • WBI Investments reported no remaining Central Pacific Financial position as of Q4 2016 after selling out during the quarter.
  • WBI Investments sold 75,279 Central Pacific Financial shares in Q4 2016, an estimated $1.9M.
  • WBI Investments first reported a position in Central Pacific Financial in Q3 2016 and held it in 1 quarter.
  • WBI Investments's Central Pacific Financial position peaked at $1.9M in Q3 2016.
  • 163 funds tracked by Wall St. Rank held Central Pacific Financial as of Q4 2016.

Based on WBI Investments's 13F filing for Q4 2016, filed 14 Feb 2017.