Integrated Wealth Management (Palm Desert)’s PacWest Bancorp PACW Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q4	–	Sell	-25	Closed	-$1K	–	1076
2016 Q3	$1K	Hold	25	–	–	﹤0.01%	1205
2016 Q2	$1K	Hold	25	–	–	﹤0.01%	1230
2016 Q1	$1K	Hold	25	–	–	﹤0.01%	1152
2015 Q4	$1K	Hold	25	–	–	﹤0.01%	1250
2015 Q3	$1K	Hold	25	–	–	﹤0.01%	1256
2015 Q2	$1K	Hold	25	–	–	﹤0.01%	1294
2015 Q1	$1K	Buy	+25	New	+$1.13K	﹤0.01%	1230

Other funds holding PACW

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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 $1.9T AUM 41.92% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s PACW Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of PacWest Bancorp (PACW) in Q4 2016, closing a stake of 25 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in PACW in Q1 2015 and held it in 7 quarters. The position peaked at $1K in Q3 2016. 353 funds tracked by Wall St. Rank hold PACW as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining PacWest Bancorp position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 25 PacWest Bancorp shares in Q4 2016, an estimated $1K.
Integrated Wealth Management (Palm Desert) first reported a position in PacWest Bancorp in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s PacWest Bancorp position peaked at $1K in Q3 2016.
353 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.