| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Ishares Tr S&P Smallcap | 15 | Q4 2016 | 4.3% |
| SPDR Short Term Corp Bond | 15 | Q4 2016 | 4.0% |
| MICROSOFT CORP | 15 | Q4 2016 | 3.6% |
| VANGUARD SCOTTSDALE FDS | 15 | Q4 2016 | 4.6% |
| TJX COS INC NEW | 15 | Q4 2016 | 2.8% |
| V F Corporation | 15 | Q4 2016 | 2.8% |
| JOHNSON & JOHNSON | 15 | Q4 2016 | 2.3% |
| INTEL CORP | 15 | Q4 2016 | 2.3% |
| General Electric Company | 15 | Q4 2016 | 2.3% |
| 3M Company | 15 | Q4 2016 | 1.8% |
View PacWest Financial Management Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2017-01-10 |
| 13F-HR | 2016-10-11 |
| 13F-HR | 2016-07-11 |
| 13F-HR | 2016-04-25 |
| 13F-HR | 2016-01-15 |
| 13F-HR | 2015-10-09 |
| 13F-HR | 2015-07-16 |
| 13F-HR | 2015-04-15 |
| 13F-HR | 2015-02-25 |
| 13F-HR | 2014-10-28 |
View PacWest Financial Management Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.