AFM
PACW

Andesa Financial Management’s PacWest Bancorp PACW Stock Holding History

Andesa Financial Management’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
2018
Q4 		– Sell
-25,010
Closed -$1.19M – 105
2018
Q3 		$1.19M Buy
+25,010
New +$1.26M 1.83% 24

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Andesa Financial Management's PACW Position: Q4 2018 in Review

Andesa Financial Management sold out of PacWest Bancorp (PACW) in Q4 2018, closing a stake of 25,010 shares — an estimated $1.19M sold.

Andesa Financial Management first reported a position in PACW in Q3 2018 and held it in 1 quarter. The position peaked at $1.19M in Q3 2018. 384 funds tracked by Wall St. Rank hold PACW as of Q4 2018.

  • Andesa Financial Management reported no remaining PacWest Bancorp position as of Q4 2018 after selling out during the quarter.
  • Andesa Financial Management sold 25,010 PacWest Bancorp shares in Q4 2018, an estimated $1.19M.
  • Andesa Financial Management first reported a position in PacWest Bancorp in Q3 2018 and held it in 1 quarter.
  • Andesa Financial Management's PacWest Bancorp position peaked at $1.19M in Q3 2018.
  • 384 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2018.

Based on Andesa Financial Management's 13F filing for Q4 2018, filed 24 Jan 2019.