PacWest Financial Management Inc
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 134,716
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2014 | 7/24/2014 | 88 | 134,716 | 13F-HR | PacWest Financial Management Inc |
| Q1 2014 | 4/22/2014 | 89 | 129,111 | 13F-HR | PacWest Financial Management Inc |
| Q4 2013 | 1/27/2014 | 91 | 331,961 | 13F-HR/A - RESTATEMENT | PacWest Financial Management Inc |
| Q4 2013 | 1/21/2014 | 92 | 336,165 | 13F-HR | PacWest Financial Management Inc |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 118.7 K | 88.1% | 6.582 K | 0 | 6.582 K |
| ETFs | 16.04 K | 11.9% | 0 | 977 | -977 |
Swipe for more columns
Fund Snapshot
Q2 2014
Latest filed
7/24/2014
Total value ($000)
134,716
Holdings
88
QoQ value change ($000)
5,605
(4.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.