AG
PACW

Advisor Group’s PacWest Bancorp PACW Stock Holding History

Advisor Group’s Portfolio PACW Stock Details PACW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$434K Sell
11,287
-1,177
-9% -$44.3K ﹤0.01% 1777
2019
Q3 		$453K Sell
12,464
-6,806
-35% -$246K ﹤0.01% 1690
2019
Q2 		$749K Buy
19,270
+5,880
+44% +$227K 0.01% 1323
2019
Q1 		$504K Buy
13,390
+6,421
+92% +$249K ﹤0.01% 1585
2018
Q4 		$232K Sell
6,969
-878
-11% -$35K ﹤0.01% 1981
2018
Q3 		$374K Buy
7,847
+790
+11% +$39.8K ﹤0.01% 1688
2018
Q2 		$350K Buy
7,057
+329
+5% +$17.2K ﹤0.01% 1587
2018
Q1 		$334K Buy
6,728
+1,371
+26% +$71.6K ﹤0.01% 1611
2017
Q4 		$270K Buy
5,357
+424
+9% +$20.2K ﹤0.01% 1759
2017
Q3 		$250K Sell
4,933
-750
-13% -$35.1K ﹤0.01% 1675
2017
Q2 		$266K Sell
5,683
-565
-9% -$27.6K ﹤0.01% 1574
2017
Q1 		$334K Sell
6,248
-9,134
-59% -$501K 0.01% 1312
2016
Q4 		$837K Buy
15,382
+1,451
+10% +$70.1K 0.02% 733
2016
Q3 		$599K Buy
13,931
+10,042
+258% +$419K 0.01% 873
2016
Q2 		$153K Buy
+3,889
New +$152K ﹤0.01% 1642

Other funds holding PACW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisor Group's PACW Position: Q4 2019 in Review

Advisor Group reduced its PacWest Bancorp (PACW) stake by 9.4% in Q4 2019, selling an estimated $44.3K and leaving 11,287 shares worth $434K. The position accounts for ﹤0.01% of the portfolio, ranked #1777.

Advisor Group first reported a position in PACW in Q2 2016 and has held it in 15 quarters since. The position peaked at $837K in Q4 2016. 405 funds tracked by Wall St. Rank hold PACW as of Q4 2019.

  • Advisor Group held 11,287 shares of PacWest Bancorp worth $434K as of Q4 2019.
  • Advisor Group sold 1,177 PacWest Bancorp shares in Q4 2019, an estimated $44.3K.
  • PacWest Bancorp made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1777 holding.
  • Advisor Group first reported a position in PacWest Bancorp in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's PacWest Bancorp position peaked at $837K in Q4 2016.
  • 405 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.