EP Wealth Advisors’s PacWest Bancorp PACW Stock Holding History

EP Wealth 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	–	Sell	-8,359	Closed	-$314K	–	346
2019 Q1	$314K	Sell	8,359 -3,330	-28%	-$129K	0.03%	203
2018 Q4	$389K	Buy	11,689 +3,762	+47%	+$150K	0.03%	191
2018 Q3	$378K	Buy	7,927 +613	+8%	+$30.9K	0.03%	197
2018 Q2	$361K	Hold	7,314	–	–	0.03%	141
2018 Q1	$362K	Buy	7,314 +636	+10%	+$33.2K	0.04%	142
2017 Q4	$337K	Buy	+6,678	New	+$319K	0.04%	134

Other funds holding PACW

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

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

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

EP Wealth Advisors's PACW Position: Q2 2019 in Review

EP Wealth Advisors sold out of PacWest Bancorp (PACW) in Q2 2019, closing a stake of 8,359 shares — an estimated $314K sold.

EP Wealth Advisors first reported a position in PACW in Q4 2017 and held it in 6 quarters. The position peaked at $389K in Q4 2018. 397 funds tracked by Wall St. Rank hold PACW as of Q2 2019.

EP Wealth Advisors reported no remaining PacWest Bancorp position as of Q2 2019 after selling out during the quarter.
EP Wealth Advisors sold 8,359 PacWest Bancorp shares in Q2 2019, an estimated $314K.
EP Wealth Advisors first reported a position in PacWest Bancorp in Q4 2017 and held it in 6 quarters.
EP Wealth Advisors's PacWest Bancorp position peaked at $389K in Q4 2018.
397 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2019.

Based on EP Wealth Advisors's 13F filing for Q2 2019, filed 27 Aug 2019.