BRWM
PACW

B. Riley Wealth Management’s PacWest Bancorp PACW Stock Holding History

B. Riley Wealth 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
2015
Q3 		– Sell
-450
Closed -$21K – 800
2015
Q2 		$21K Hold
450
– – 0.02% 598
2015
Q1 		$21K Hold
450
– – 0.02% 604
2014
Q4 		$20K Buy
+450
New +$19.7K 0.02% 589

Other funds holding PACW

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

B. Riley Wealth Management's PACW Position: Q3 2015 in Review

B. Riley Wealth Management sold out of PacWest Bancorp (PACW) in Q3 2015, closing a stake of 450 shares — an estimated $21K sold.

B. Riley Wealth Management first reported a position in PACW in Q4 2014 and held it in 3 quarters. The position peaked at $21K in Q2 2015. 286 funds tracked by Wall St. Rank hold PACW as of Q3 2015.

  • B. Riley Wealth Management reported no remaining PacWest Bancorp position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 450 PacWest Bancorp shares in Q3 2015, an estimated $21K.
  • B. Riley Wealth Management first reported a position in PacWest Bancorp in Q4 2014 and held it in 3 quarters.
  • B. Riley Wealth Management's PacWest Bancorp position peaked at $21K in Q2 2015.
  • 286 funds tracked by Wall St. Rank held PacWest Bancorp as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.