FFW
PACW

Fusion Family Wealth’s PacWest Bancorp PACW Stock Holding History

Fusion Family Wealth’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
2017
Q2 		– Sell
-29
Closed -$2K – 326
2017
Q1 		$2K Sell
29
-207
-88% -$11.3K ﹤0.01% 278
2016
Q4 		$12K Buy
+236
New +$11.4K 0.01% 234

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Fusion Family Wealth's PACW Position: Q2 2017 in Review

Fusion Family Wealth sold out of PacWest Bancorp (PACW) in Q2 2017, closing a stake of 29 shares — an estimated $2K sold.

Fusion Family Wealth first reported a position in PACW in Q4 2016 and held it in 2 quarters. The position peaked at $12K in Q4 2016. 346 funds tracked by Wall St. Rank hold PACW as of Q2 2017.

  • Fusion Family Wealth reported no remaining PacWest Bancorp position as of Q2 2017 after selling out during the quarter.
  • Fusion Family Wealth sold 29 PacWest Bancorp shares in Q2 2017, an estimated $2K.
  • Fusion Family Wealth first reported a position in PacWest Bancorp in Q4 2016 and held it in 2 quarters.
  • Fusion Family Wealth's PacWest Bancorp position peaked at $12K in Q4 2016.
  • 346 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2017.

Based on Fusion Family Wealth's 13F filing for Q2 2017, filed 7 Aug 2017.