Icon Wealth Partners’s PacWest Bancorp PACW Stock Holding History

Icon Wealth Partners’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
2019 Q2	–	Sell	-1,535	Closed	-$58K	–	820
2019 Q1	$58K	Buy	+1,535	New	+$59.5K	0.02%	329
2018 Q3	–	Sell	-1,167	Closed	-$58K	–	760
2018 Q2	$58K	Buy	+1,167	New	+$61K	0.02%	349
2018 Q1	–	Sell	-1,032	Closed	-$52K	–	775
2017 Q4	$52K	Buy	+1,032	New	+$49.2K	0.03%	407

Other funds holding PACW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Icon Wealth Partners's PACW Position: Q2 2019 in Review

Icon Wealth Partners sold out of PacWest Bancorp (PACW) in Q2 2019, closing a stake of 1,535 shares — an estimated $58K sold.

Icon Wealth Partners first reported a position in PACW in Q4 2017 and held it in 3 quarters. The position peaked at $58K in Q1 2019. 397 funds tracked by Wall St. Rank hold PACW as of Q2 2019.

Icon Wealth Partners reported no remaining PacWest Bancorp position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 1,535 PacWest Bancorp shares in Q2 2019, an estimated $58K.
Icon Wealth Partners first reported a position in PacWest Bancorp in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's PacWest Bancorp position peaked at $58K in Q1 2019.
397 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.