IRF
PACW

IBM Retirement Fund’s PacWest Bancorp PACW Stock Holding History

IBM Retirement Fund’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
Q1 		– Sell
-9,523
Closed -$518K – 781
2016
Q4 		$518K Sell
9,523
-2,055
-18% -$99.3K 0.02% 559
2016
Q3 		$497K Sell
11,578
-406
-3% -$16.9K 0.03% 630
2016
Q2 		$477K Buy
11,984
+873
+8% +$34.2K 0.02% 677
2016
Q1 		$413K Sell
11,111
-14,997
-57% -$531K 0.02% 722
2015
Q4 		$1.13M Buy
26,108
+4,344
+20% +$195K 0.02% 695
2015
Q3 		$932K Sell
21,764
-1,879
-8% -$84.2K 0.02% 666
2015
Q2 		$1.11M Sell
23,643
-459
-2% -$21.2K 0.02% 714
2015
Q1 		$1.13M Hold
24,102
– – 0.02% 698
2014
Q4 		$1.1M Buy
24,102
+2,215
+10% +$97.1K 0.02% 702
2014
Q3 		$902K Sell
21,887
-2,808
-11% -$118K 0.02% 736
2014
Q2 		$1.07M Buy
+24,695
New +$1.03M 0.02% 751

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

IBM Retirement Fund's PACW Position: Q1 2017 in Review

IBM Retirement Fund sold out of PacWest Bancorp (PACW) in Q1 2017, closing a stake of 9,523 shares — an estimated $518K sold.

IBM Retirement Fund first reported a position in PACW in Q2 2014 and held it in 11 quarters. The position peaked at $1.13M in Q1 2015. 364 funds tracked by Wall St. Rank hold PACW as of Q1 2017.

  • IBM Retirement Fund reported no remaining PacWest Bancorp position as of Q1 2017 after selling out during the quarter.
  • IBM Retirement Fund sold 9,523 PacWest Bancorp shares in Q1 2017, an estimated $518K.
  • IBM Retirement Fund first reported a position in PacWest Bancorp in Q2 2014 and held it in 11 quarters.
  • IBM Retirement Fund's PacWest Bancorp position peaked at $1.13M in Q1 2015.
  • 364 funds tracked by Wall St. Rank held PacWest Bancorp as of Q1 2017.

Based on IBM Retirement Fund's 13F filing for Q1 2017, filed 10 May 2017.