FGC
PACW

Financial Gravity Companies’s PacWest Bancorp PACW Stock Holding History

Financial Gravity Companies’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
Q4 		$6K Buy
+161
New +$6.42K 0.01% 690
2018
Q1 		$3K Buy
56
+24
+75% +$1.25K ﹤0.01% 899
2017
Q4 		$2K Buy
+32
New +$1.53K ﹤0.01% 1003

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Gravity Companies's PACW Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in PacWest Bancorp (PACW) in Q4 2018: 161 shares worth $6K. The stake represents 0.01% of the portfolio and ranks #690 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in PACW as recently as Q1 2018.

Financial Gravity Companies first reported a position in PACW in Q4 2017 and has held it in 3 quarters since. 384 funds tracked by Wall St. Rank hold PACW as of Q4 2018.

  • Financial Gravity Companies held 161 shares of PacWest Bancorp worth $6K as of Q4 2018.
  • PacWest Bancorp was a new Financial Gravity Companies position in Q4 2018.
  • PacWest Bancorp made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #690 holding.
  • Financial Gravity Companies first reported a position in PacWest Bancorp in Q4 2017 and has held it in 3 quarters since.
  • 384 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.