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PacWest Financial Management Inc: WM position timeline

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

PacWest Financial Management Inc held 0 WM shares at 2016-09-30 per its 13F-HR filed 2016-10-11.

the latest 13F is the newest step

  1. period ended2016-09-30
    13F 0 shares
    Change vs previous 13F -5,266 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2016-06-30
    13F 5,266 shares
    Change vs previous 13F -101 shares

    0.22% of the 13F portfolio, value $349,000.

    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).

  3. period ended2016-03-31
    13F 5,367 shares
    Change vs previous 13F -213 shares

    0.2% of the 13F portfolio, value $316,000.

    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).

  4. period ended2015-12-31
    13F 5,580 shares
    Change vs previous 13F +470 shares

    0.2% of the 13F portfolio, value $298,000.

    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).

  5. period ended2015-09-30
    13F 5,110 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $255,000.

    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).

  6. period ended2015-06-30
    13F 5,110 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $277,000.

    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).

  7. period ended2015-03-31
    13F 5,110 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $277,000.

    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).