Geneva Advisors’s PacWest Bancorp PACW Stock Holding History

Geneva 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
2017 Q2	$234K	Hold	5,000	–	–	﹤0.01%	654
2017 Q1	$266K	Sell	5,000 -1,091	-18%	-$59.8K	﹤0.01%	622
2016 Q4	$332K	Sell	6,091 -1,106	-15%	-$53.5K	0.01%	555
2016 Q3	$309K	Sell	7,197 -1,866	-21%	-$77.8K	0.01%	572
2016 Q2	$361K	Sell	9,063 -12,782	-59%	-$501K	0.01%	520
2016 Q1	$812K	Buy	21,845 +14,855	+213%	+$526K	0.02%	338
2015 Q4	$301K	Buy	+6,990	New	+$314K	0.01%	503

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geneva Advisors's PACW Position: Q2 2017 in Review

Geneva Advisors held its PacWest Bancorp (PACW) position steady in Q2 2017 at 5,000 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

Geneva Advisors first reported a position in PACW in Q4 2015 and has held it in 7 quarters since. The position peaked at $812K in Q1 2016. 346 funds tracked by Wall St. Rank hold PACW as of Q2 2017.

Geneva Advisors held 5,000 shares of PacWest Bancorp worth $234K as of Q2 2017.
Geneva Advisors left its PacWest Bancorp share count unchanged in Q2 2017.
PacWest Bancorp made up ﹤0.01% of Geneva Advisors's portfolio in Q2 2017, its #654 holding.
Geneva Advisors first reported a position in PacWest Bancorp in Q4 2015 and has held it in 7 quarters since.
Geneva Advisors's PacWest Bancorp position peaked at $812K in Q1 2016.
346 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.