Avantax Planning Partners’s PacWest Bancorp PACW Stock Holding History

Avantax Planning Partners’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	-515	Closed	-$25K	–	1273
2018 Q3	$25K	Buy	+515	New	+$25.9K	﹤0.01%	652
2018 Q2	–	Sell	-4,929	Closed	-$245K	–	1587
2018 Q1	$245K	Sell	4,929 -295	-6%	-$15.4K	0.02%	266
2017 Q4	$263K	Sell	5,224 -110	-2%	-$5.25K	0.02%	247
2017 Q3	$269K	Sell	5,334 -262	-5%	-$12.3K	0.02%	300
2017 Q2	$261K	Buy	5,596 +276	+5%	+$13.5K	0.02%	276
2017 Q1	$283K	Hold	5,320	–	–	0.03%	250
2016 Q4	$290K	Buy	+5,320	New	+$257K	0.03%	232

Other funds holding PACW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avantax Planning Partners's PACW Position: Q4 2018 in Review

Avantax Planning Partners sold out of PacWest Bancorp (PACW) in Q4 2018, closing a stake of 515 shares — an estimated $25K sold.

Avantax Planning Partners first reported a position in PACW in Q4 2016 and held it in 7 quarters. The position peaked at $290K in Q4 2016. 384 funds tracked by Wall St. Rank hold PACW as of Q4 2018.

Avantax Planning Partners reported no remaining PacWest Bancorp position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 515 PacWest Bancorp shares in Q4 2018, an estimated $25K.
Avantax Planning Partners first reported a position in PacWest Bancorp in Q4 2016 and held it in 7 quarters.
Avantax Planning Partners's PacWest Bancorp position peaked at $290K in Q4 2016.
384 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.