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PacWest Financial Management Inc: KO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PacWest Financial Management Inc on KO, newest first. How the timeline and the estimate are built.

PacWest Financial Management Inc held 9,596 KO shares at 2016-12-31 per its 13F-HR filed 2017-01-10.

the latest 13F is the newest step

  1. period ended2016-12-31
    13F 9,596 shares
    Change vs previous 13F -1,356 shares

    0.24% of the 13F portfolio, value $3,978,000.

    13F-HR 0001304762-17-000001 filed by PacWest Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2016-09-30
    13F 10,952 shares
    Change vs previous 13F -95 shares

    0.28% of the 13F portfolio, value $463,000.

    13F-HR 0001304762-16-000008 filed by PacWest Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2016-06-30
    13F 11,047 shares
    Change vs previous 13F -603 shares

    0.31% of the 13F portfolio, value $501,000.

    13F-HR 0001304762-16-000007 filed by PacWest Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2016-03-31
    13F 11,650 shares
    Change vs previous 13F -457 shares

    0.35% of the 13F portfolio, value $540,000.

    13F-HR 0001304762-16-000006 filed by PacWest Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2015-12-31
    13F 12,107 shares
    Change vs previous 13F -885 shares

    0.35% of the 13F portfolio, value $520,000.

    13F-HR 0001304762-16-000005 filed by PacWest Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2015-09-30
    13F 12,992 shares
    Change vs previous 13F -1,280 shares

    0.39% of the 13F portfolio, value $521,000.

    13F-HR 0001304762-15-000004 filed by PacWest Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2015-06-30
    13F 14,272 shares
    Change vs previous 13F -1,300 shares

    0.39% of the 13F portfolio, value $560,000.

    13F-HR 0001304762-15-000003 filed by PacWest Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2015-03-31
    13F 15,572 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $631,000.

    13F-HR 0001304762-15-000002 filed by PacWest Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).