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PacWest Financial Management Inc: VYM position timeline

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

PacWest Financial Management Inc held 12,995 VYM 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 12,995 shares
    Change vs previous 13F -70 shares

    0.58% of the 13F portfolio, value $9,846,000.

    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 13,065 shares
    Change vs previous 13F +1,045 shares

    0.58% of the 13F portfolio, value $943,000.

    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 12,020 shares
    Change vs previous 13F +550 shares

    0.54% of the 13F portfolio, value $859,000.

    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 11,470 shares
    Change vs previous 13F +505 shares

    0.51% of the 13F portfolio, value $791,000.

    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 10,965 shares
    Change vs previous 13F -2,380 shares

    0.49% of the 13F portfolio, value $731,000.

    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 13,345 shares
    Change vs previous 13F +95 shares

    0.62% of the 13F portfolio, value $836,000.

    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 13,250 shares
    Change vs previous 13F +1,725 shares

    0.63% of the 13F portfolio, value $892,000.

    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 11,525 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $787,000.

    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).