JFA
PACW

JNBA Financial Advisors’s PacWest Bancorp PACW Stock Holding History

JNBA Financial Advisors’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
-336
Closed -$14K – 1428
2016
Q3 		$14K Buy
+336
New +$14K ﹤0.01% 934

Other funds holding PACW

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

JNBA Financial Advisors's PACW Position: Q4 2016 in Review

JNBA Financial Advisors sold out of PacWest Bancorp (PACW) in Q4 2016, closing a stake of 336 shares — an estimated $14K sold.

JNBA Financial Advisors first reported a position in PACW in Q3 2016 and held it in 1 quarter. The position peaked at $14K in Q3 2016. 353 funds tracked by Wall St. Rank hold PACW as of Q4 2016.

  • JNBA Financial Advisors reported no remaining PacWest Bancorp position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 336 PacWest Bancorp shares in Q4 2016, an estimated $14K.
  • JNBA Financial Advisors first reported a position in PacWest Bancorp in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's PacWest Bancorp position peaked at $14K in Q3 2016.
  • 353 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.