BA
PACW

Broadview Advisors’s PacWest Bancorp PACW Stock Holding History

Broadview 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 		$1.77M Sell
45,700
-850
-2% -$32.9K 0.55% 56
2019
Q1 		$1.75M Buy
+46,550
New +$1.8M 0.48% 64

Other funds holding PACW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Broadview Advisors's PACW Position: Q2 2019 in Review

Broadview Advisors reduced its PacWest Bancorp (PACW) stake by 1.8% in Q2 2019, selling an estimated $32.9K and leaving 45,700 shares worth $1.77M. The position accounts for 0.55% of the portfolio, ranked #56.

Broadview Advisors first reported a position in PACW in Q1 2019 and has held it in 2 quarters since. 398 funds tracked by Wall St. Rank hold PACW as of Q2 2019.

  • Broadview Advisors held 45,700 shares of PacWest Bancorp worth $1.77M as of Q2 2019.
  • Broadview Advisors sold 850 PacWest Bancorp shares in Q2 2019, an estimated $32.9K.
  • PacWest Bancorp made up 0.55% of Broadview Advisors's portfolio in Q2 2019, its #56 holding.
  • Broadview Advisors first reported a position in PacWest Bancorp in Q1 2019 and has held it in 2 quarters since.
  • 398 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2019.

Based on Broadview Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.