Latest statistics and disclosures from PACIFIC FINANCIAL's latest quarterly 13F-HR filing:
- Top 5 stock holdings are Vanguard S&p 500 Etf idx fd, RPG, VUG, PWB, ITA. These five stock positions account for 71.19% of PACIFIC FINANCIAL's total stock portfolio.
- Added to shares of these 10 stocks: Vanguard S&p 500 Etf idx fd (+$60.13M), RPG (+$54.42M), VUG (+$17.51M), PWB (+$13.21M), ITA (+$10.94M), VHT (+$9.77M), PJP (+$7.59M), IAI (+$6.55M), FXR (+$6.29M), VIS.
- Started 15 new stock positions in VIS, American Realty Capital Prop, IRC, Columbia Ppty Tr, CWB, Citi, VHT, Apple Computer, American Rlty Cap Pptys Inc Pfd Ser F equity, KO. PWB, VUG, DFE, UA, IAI.
- Reduced shares in these 10 stocks: Global X Fds glb x ftse nor (-$6.05M), GVI, IJR, IJH, , , , , PNQI, .
- Sold out of its positions in GVI, Pimco Total Return Etf totl, PRF, PPA, PEJ, PBS, PBE, Powershares Etf Tr Ii s^p smcp consu, RFG, Ssga Active Etf Tr blkstn gsosrln. XLY.
- As of March 31, 2014, PACIFIC FINANCIAL has $239.95M in assets under management (AUM). Assets under management grew from a total value of $51.97M to $239.95M.
- Independent of market fluctuations, PACIFIC FINANCIAL was a net buyer by $186.62M worth of stocks in the most recent quarter.
PACIFIC FINANCIAL portfolio companies for March 2014 quarter
Past 13F-HR SEC Filings for PACIFIC FINANCIAL
- PACIFIC FINANCIAL 2013 Q4 amended - filed Feb. 5, 2014
- PACIFIC FINANCIAL 2013 Q4 - filed Feb. 4, 2014
- PACIFIC FINANCIAL 2013 Q3 - filed Oct. 29, 2013
- PACIFIC FINANCIAL 2013 Q2 - filed July 22, 2013
- PACIFIC FINANCIAL 2013 Q1 amended - filed April 25, 2013
- PACIFIC FINANCIAL 2013 Q1 - filed April 23, 2013
- PACIFIC FINANCIAL 2012 Q4 - filed Jan. 10, 2013
- PACIFIC FINANCIAL 2012 Q3 - filed Oct. 17, 2012
- PACIFIC FINANCIAL 2012 Q2 - filed July 9, 2012
- PACIFIC FINANCIAL 2012 Q1 - filed April 4, 2012
- PACIFIC FINANCIAL 2011 Q4 - filed Jan. 24, 2012
- PACIFIC FINANCIAL 2011 Q3 - filed Oct. 7, 2011
- PACIFIC FINANCIAL 2011 Q2 - filed July 21, 2011
- PACIFIC FINANCIAL 2011 Q1 - filed April 21, 2011