$315 Million is the total value of West Coast Financial LLC's 122 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WFC | Exit | WELLS FARGO & CO NEW | $0 | – | -3,640 | -100.0% | -0.06% | – |
| FNDF | Exit | SCHWAB STRATEGIC TRschwb fdt int lg | $0 | – | -9,261 | -100.0% | -0.07% | – |
| PSX | Exit | PHILLIPS 66 | $0 | – | -2,848 | -100.0% | -0.08% | – |
| HEOP | Exit | HERITAGE OAKS BANCORP | $0 | – | -19,975 | -100.0% | -0.08% | – |
| HACK | Exit | ETF MANAGERS TRpurefunds ise cy | $0 | – | -9,435 | -100.0% | -0.08% | – |
| RDSA | Exit | ROYAL DUTCH SHELL PLCspons adr a | $0 | – | -4,918 | -100.0% | -0.08% | – |
| ESRX | Exit | EXPRESS SCRIPTS HLDG CO | $0 | – | -3,952 | -100.0% | -0.09% | – |
| MANT | Exit | MANTECH INTL CORPcl a | $0 | – | -14,178 | -100.0% | -0.19% | – |
| HAR | Exit | HARMAN INTL INDS INC | $0 | – | -28,306 | -100.0% | -1.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-04-20
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 45 | Q2 2024 | 11.0% |
| APPLE INC | 45 | Q2 2024 | 4.7% |
| MASTERCARD INCORPORATED | 45 | Q2 2024 | 4.2% |
| BERKSHIRE HATHAWAY INC DEL | 45 | Q2 2024 | 3.0% |
| INTEL CORP | 45 | Q2 2024 | 3.3% |
| AFLAC INC | 45 | Q2 2024 | 2.5% |
| STARBUCKS CORP | 45 | Q2 2024 | 2.7% |
| BECTON DICKINSON & CO | 45 | Q2 2024 | 2.6% |
| RESMED INC | 45 | Q2 2024 | 2.3% |
| PEPSICO INC | 45 | Q2 2024 | 2.4% |
View West Coast Financial LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-09 |
| 13F-HR | 2024-07-22 |
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-07-11 |
View West Coast Financial LLC'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.