GW
PACW

GW & Wade’s PacWest Bancorp PACW Stock Holding History

GW & Wade’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 		– Sell
-4,758
Closed -$253K – 245
2017
Q1 		$253K Hold
4,758
– – 0.03% 204
2016
Q4 		$259K Sell
4,758
-65
-1% -$3.14K 0.04% 190
2016
Q3 		$207K Buy
+4,823
New +$201K 0.04% 214
2015
Q3 		– Sell
-4,515
Closed -$211K – 244
2015
Q2 		$211K Buy
+4,515
New +$209K 0.04% 215

Other funds holding PACW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GW & Wade's PACW Position: Q2 2017 in Review

GW & Wade sold out of PacWest Bancorp (PACW) in Q2 2017, closing a stake of 4,758 shares — an estimated $253K sold.

GW & Wade first reported a position in PACW in Q2 2015 and held it in 4 quarters. The position peaked at $259K in Q4 2016. 346 funds tracked by Wall St. Rank hold PACW as of Q2 2017.

  • GW & Wade reported no remaining PacWest Bancorp position as of Q2 2017 after selling out during the quarter.
  • GW & Wade sold 4,758 PacWest Bancorp shares in Q2 2017, an estimated $253K.
  • GW & Wade first reported a position in PacWest Bancorp in Q2 2015 and held it in 4 quarters.
  • GW & Wade's PacWest Bancorp position peaked at $259K in Q4 2016.
  • 346 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2017.

Based on GW & Wade's 13F filing for Q2 2017, filed 11 Aug 2017.