Gideon Capital Advisors’s PacWest Bancorp PACW Stock Holding History

Gideon Capital 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
2016 Q4	–	Sell	-6,707	Closed	-$288K	–	485
2016 Q3	$288K	Buy	+6,707	New	+$280K	0.17%	140
2016 Q1	–	Sell	-32,853	Closed	-$1.42M	–	246
2015 Q4	$1.42M	Buy	+32,853	New	+$1.48M	1.03%	21
2015 Q3	–	Sell	-5,605	Closed	-$262K	–	342
2015 Q2	$262K	Buy	+5,605	New	+$259K	0.11%	208
2015 Q1	–	Sell	-9,375	Closed	-$426K	–	318
2014 Q4	$426K	Buy	+9,375	New	+$411K	0.2%	132

Other funds holding PACW

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

Gideon Capital Advisors's PACW Position: Q4 2016 in Review

Gideon Capital Advisors sold out of PacWest Bancorp (PACW) in Q4 2016, closing a stake of 6,707 shares — an estimated $288K sold.

Gideon Capital Advisors first reported a position in PACW in Q4 2014 and held it in 4 quarters. The position peaked at $1.42M in Q4 2015. 353 funds tracked by Wall St. Rank hold PACW as of Q4 2016.

Gideon Capital Advisors reported no remaining PacWest Bancorp position as of Q4 2016 after selling out during the quarter.
Gideon Capital Advisors sold 6,707 PacWest Bancorp shares in Q4 2016, an estimated $288K.
Gideon Capital Advisors first reported a position in PacWest Bancorp in Q4 2014 and held it in 4 quarters.
Gideon Capital Advisors's PacWest Bancorp position peaked at $1.42M in Q4 2015.
353 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2016.

Based on Gideon Capital Advisors's 13F filing for Q4 2016, filed 13 Feb 2017.