AIA
PACW

Alera Investment Advisors’s PacWest Bancorp PACW Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-121
Closed -$5K – 1085
2019
Q1 		$5K Buy
+121
New +$4.69K ﹤0.01% 659

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Alera Investment Advisors's PACW Position: Q2 2019 in Review

Alera Investment Advisors sold out of PacWest Bancorp (PACW) in Q2 2019, closing a stake of 121 shares — an estimated $5K sold.

Alera Investment Advisors first reported a position in PACW in Q1 2019 and held it in 1 quarter. The position peaked at $5K in Q1 2019. 398 funds tracked by Wall St. Rank hold PACW as of Q2 2019.

  • Alera Investment Advisors reported no remaining PacWest Bancorp position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 121 PacWest Bancorp shares in Q2 2019, an estimated $5K.
  • Alera Investment Advisors first reported a position in PacWest Bancorp in Q1 2019 and held it in 1 quarter.
  • Alera Investment Advisors's PacWest Bancorp position peaked at $5K in Q1 2019.
  • 398 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.