GGPS
PACW

Gary Goldberg Planning Services’s PacWest Bancorp PACW Stock Holding History

Gary Goldberg Planning Services’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
2014
Q2 		– Sell
-2
Closed – – 473
2014
Q1 		$0 Buy
+2
New +$84 ﹤0.01% 456

Other funds holding PACW

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Gary Goldberg Planning Services's PACW Position: Q2 2014 in Review

Gary Goldberg Planning Services sold out of PacWest Bancorp (PACW) in Q2 2014, closing a stake of 2 shares.

Gary Goldberg Planning Services first reported a position in PACW in Q1 2014 and held it in 1 quarter. The position peaked at $0 in Q1 2014. 231 funds tracked by Wall St. Rank hold PACW as of Q2 2014.

  • Gary Goldberg Planning Services reported no remaining PacWest Bancorp position as of Q2 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 2 PacWest Bancorp shares in Q2 2014.
  • Gary Goldberg Planning Services first reported a position in PacWest Bancorp in Q1 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's PacWest Bancorp position peaked at $0 in Q1 2014.
  • 231 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q2 2014, filed 6 Aug 2014.