Gupta Wealth Management’s PacWest Bancorp PACW Stock Holding History

Gupta Wealth Management’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 Q1	$37K	Buy	998 +698	+233%	+$24.7K	0.01%	505
2015 Q4	$13K	Sell	300 -704	-70%	-$31.7K	﹤0.01%	825
2015 Q3	$43K	Hold	1,004	–	–	0.01%	483
2015 Q2	$47K	Buy	1,004 +704	+235%	+$32.6K	0.01%	487
2015 Q1	$14K	Buy	+300	New	+$13.5K	﹤0.01%	697

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 $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

BIT

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Gupta Wealth Management's PACW Position: Q1 2016 in Review

Gupta Wealth Management increased its PacWest Bancorp (PACW) stake by 233% in Q1 2016, buying an estimated $24.7K and bringing the position to 998 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #505.

Gupta Wealth Management first reported a position in PACW in Q1 2015 and has held it in 5 quarters since. The position peaked at $47K in Q2 2015. 316 funds tracked by Wall St. Rank hold PACW as of Q1 2016.

Gupta Wealth Management held 998 shares of PacWest Bancorp worth $37K as of Q1 2016.
Gupta Wealth Management bought 698 PacWest Bancorp shares in Q1 2016, an estimated $24.7K.
PacWest Bancorp made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #505 holding.
Gupta Wealth Management first reported a position in PacWest Bancorp in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's PacWest Bancorp position peaked at $47K in Q2 2015.
316 funds tracked by Wall St. Rank held PacWest Bancorp as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.