Berman Capital Advisors’s PacWest Bancorp PACW Stock Holding History

Berman Capital 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
2021 Q3	$7K	Sell	165 -1	-0.6%	-$41	﹤0.01%	1347
2021 Q2	$6K	Hold	166	–	–	﹤0.01%	1320
2021 Q1	$6K	Buy	166 +1	+0.6%	+$35	﹤0.01%	1239
2020 Q4	$4K	Buy	165 +146	+768%	+$3.26K	﹤0.01%	1256
2020 Q3	$0	Sell	19 -93	-83%	-$1.73K	﹤0.01%	1821
2020 Q2	$2K	Sell	112 -41	-27%	-$760	﹤0.01%	1342
2020 Q1	$2K	Buy	+153	New	+$4.79K	﹤0.01%	1207
2019 Q3	–	Sell	-82	Closed	-$3K	–	1616
2019 Q2	$3K	Buy	82 +39	+91%	+$1.51K	﹤0.01%	1137
2019 Q1	$1K	Buy	+43	New	+$1.67K	﹤0.01%	1296

Other funds holding PACW

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

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

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

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

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Berman Capital Advisors's PACW Position: Q3 2021 in Review

Berman Capital Advisors reduced its PacWest Bancorp (PACW) stake by 0.6% in Q3 2021, selling an estimated $41 and leaving 165 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

Berman Capital Advisors first reported a position in PACW in Q1 2019 and has held it in 9 quarters since. 341 funds tracked by Wall St. Rank hold PACW as of Q3 2021.

Berman Capital Advisors held 165 shares of PacWest Bancorp worth $7K as of Q3 2021.
Berman Capital Advisors sold 1 PacWest Bancorp share in Q3 2021, an estimated $41.
PacWest Bancorp made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1347 holding.
Berman Capital Advisors first reported a position in PacWest Bancorp in Q1 2019 and has held it in 9 quarters since.
341 funds tracked by Wall St. Rank held PacWest Bancorp as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.