CA
PACW

Centerpoint Advisors’s PacWest Bancorp PACW Stock Holding History

Centerpoint 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
2018
Q3 		– Sell
-675
Closed -$33K – 371
2018
Q2 		$33K Hold
675
– – 0.03% 115
2018
Q1 		$33K Sell
675
-75
-10% -$3.92K 0.03% 113
2017
Q4 		$38K Buy
+750
New +$35.8K 0.03% 90

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Centerpoint Advisors's PACW Position: Q3 2018 in Review

Centerpoint Advisors sold out of PacWest Bancorp (PACW) in Q3 2018, closing a stake of 675 shares — an estimated $33K sold.

Centerpoint Advisors first reported a position in PACW in Q4 2017 and held it in 3 quarters. The position peaked at $38K in Q4 2017. 416 funds tracked by Wall St. Rank hold PACW as of Q3 2018.

  • Centerpoint Advisors reported no remaining PacWest Bancorp position as of Q3 2018 after selling out during the quarter.
  • Centerpoint Advisors sold 675 PacWest Bancorp shares in Q3 2018, an estimated $33K.
  • Centerpoint Advisors first reported a position in PacWest Bancorp in Q4 2017 and held it in 3 quarters.
  • Centerpoint Advisors's PacWest Bancorp position peaked at $38K in Q4 2017.
  • 416 funds tracked by Wall St. Rank held PacWest Bancorp as of Q3 2018.

Based on Centerpoint Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.