GI
PACW

Gradient Investments’s PacWest Bancorp PACW Stock Holding History

Gradient Investments’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
2021
Q2 		– Sell
-146
Closed -$6K – 1287
2021
Q1 		$6K Sell
146
-45
-24% -$1.58K ﹤0.01% 869
2020
Q4 		$3K Hold
191
– – ﹤0.01% 923
2020
Q3 		$3K Hold
191
– – ﹤0.01% 928
2020
Q2 		$4K Hold
191
– – ﹤0.01% 809
2020
Q1 		$3K Sell
191
-27
-12% -$846 ﹤0.01% 885
2019
Q4 		$8K Hold
218
– – ﹤0.01% 756
2019
Q3 		$8K Sell
218
-220
-50% -$7.95K ﹤0.01% 724
2019
Q2 		$17K Buy
438
+220
+101% +$8.51K ﹤0.01% 547
2019
Q1 		$8K Sell
218
-28
-11% -$1.08K ﹤0.01% 596
2018
Q4 		$8K Sell
246
-143
-37% -$5.7K ﹤0.01% 640
2018
Q3 		$19K Hold
389
– – ﹤0.01% 514
2018
Q2 		$19K Hold
389
– – ﹤0.01% 501
2018
Q1 		$19K Hold
389
– – ﹤0.01% 491
2017
Q4 		$20K Sell
389
-139,266
-100% -$6.64M ﹤0.01% 478
2017
Q3 		$7.05M Buy
139,655
+139,406
+55,986% +$6.52M 0.45% 58
2017
Q2 		$12K Sell
249
-67
-21% -$3.27K ﹤0.01% 456
2017
Q1 		$17K Sell
316
-366
-54% -$20.1K ﹤0.01% 435
2016
Q4 		$37K Sell
682
-117,135
-99% -$5.66M ﹤0.01% 295
2016
Q3 		$5.06M Buy
117,817
+6,259
+6% +$261K 0.5% 40
2016
Q2 		$4.44M Sell
111,558
-3,921
-3% -$154K 0.48% 47
2016
Q1 		$4.29M Buy
115,479
+35,657
+45% +$1.26M 0.53% 34
2015
Q4 		$3.44M Buy
79,822
+3,230
+4% +$145K 0.46% 62
2015
Q3 		$3.28M Sell
76,592
-4,441
-5% -$199K 0.47% 54
2015
Q2 		$3.79M Buy
81,033
+4,960
+7% +$229K 0.52% 44
2015
Q1 		$3.57M Buy
+76,073
New +$3.43M 0.53% 51

Other funds holding PACW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gradient Investments's PACW Position: Q2 2021 in Review

Gradient Investments sold out of PacWest Bancorp (PACW) in Q2 2021, closing a stake of 146 shares — an estimated $6K sold.

Gradient Investments first reported a position in PACW in Q1 2015 and held it in 25 quarters. The position peaked at $7.05M in Q3 2017. 337 funds tracked by Wall St. Rank hold PACW as of Q2 2021.

  • Gradient Investments reported no remaining PacWest Bancorp position as of Q2 2021 after selling out during the quarter.
  • Gradient Investments sold 146 PacWest Bancorp shares in Q2 2021, an estimated $6K.
  • Gradient Investments first reported a position in PacWest Bancorp in Q1 2015 and held it in 25 quarters.
  • Gradient Investments's PacWest Bancorp position peaked at $7.05M in Q3 2017.
  • 337 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2021.

Based on Gradient Investments's 13F filing for Q2 2021, filed 12 Jul 2021.