WCM Investment Management
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WCM Investment Management’s Banc of California BANC Stock Holding History

WCM Investment Management’s Portfolio BANC Stock Details BANC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-28,370
Closed -$492K – 120
2016
Q4 		$492K Sell
28,370
-119,390
-81% -$1.83M 0.01% 155
2016
Q3 		$2.58M Sell
147,760
-131,504
-47% -$2.73M 0.03% 123
2016
Q2 		$5.05M Sell
279,264
-54,771
-16% -$1.05M 0.08% 85
2016
Q1 		$5.85M Buy
+334,035
New +$5.04M 0.09% 78

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
LPAM
Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

WCM Investment Management's BANC Position: Q1 2017 in Review

WCM Investment Management sold out of Banc of California (BANC) in Q1 2017, closing a stake of 28,370 shares — an estimated $492K sold.

WCM Investment Management first reported a position in BANC in Q1 2016 and held it in 4 quarters. The position peaked at $5.85M in Q1 2016. 195 funds tracked by Wall St. Rank hold BANC as of Q1 2017.

  • WCM Investment Management reported no remaining Banc of California position as of Q1 2017 after selling out during the quarter.
  • WCM Investment Management sold 28,370 Banc of California shares in Q1 2017, an estimated $492K.
  • WCM Investment Management first reported a position in Banc of California in Q1 2016 and held it in 4 quarters.
  • WCM Investment Management's Banc of California position peaked at $5.85M in Q1 2016.
  • 195 funds tracked by Wall St. Rank held Banc of California as of Q1 2017.

Based on WCM Investment Management's 13F filing for Q1 2017, filed 11 Apr 2017.