DWM
PACW

Destination Wealth Management’s PacWest Bancorp PACW Stock Holding History

Destination 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
2019
Q3 		– Sell
-80
Closed -$3K – 527
2019
Q2 		$3K Buy
+80
New +$3.09K ﹤0.01% 523
2018
Q4 		– Sell
-72
Closed -$3K – 727
2018
Q3 		$3K Buy
+72
New +$3.63K ﹤0.01% 557

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Destination Wealth Management's PACW Position: Q3 2019 in Review

Destination Wealth Management sold out of PacWest Bancorp (PACW) in Q3 2019, closing a stake of 80 shares — an estimated $3K sold.

Destination Wealth Management first reported a position in PACW in Q3 2018 and held it in 2 quarters. The position peaked at $3K in Q2 2019. 399 funds tracked by Wall St. Rank hold PACW as of Q3 2019.

  • Destination Wealth Management reported no remaining PacWest Bancorp position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 80 PacWest Bancorp shares in Q3 2019, an estimated $3K.
  • Destination Wealth Management first reported a position in PacWest Bancorp in Q3 2018 and held it in 2 quarters.
  • Destination Wealth Management's PacWest Bancorp position peaked at $3K in Q2 2019.
  • 399 funds tracked by Wall St. Rank held PacWest Bancorp as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.