JA
PACW

JOYN Advisors’s PacWest Bancorp PACW Stock Holding History

JOYN 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
2019
Q1 		– Sell
-1,511
Closed -$50K – 1525
2018
Q4 		$50K Buy
1,511
+1,231
+440% +$49.1K 0.01% 343
2018
Q3 		$13K Buy
280
+134
+92% +$6.75K ﹤0.01% 860
2018
Q2 		$7K Buy
146
+138
+1,725% +$7.21K ﹤0.01% 1047
2018
Q1 		$0 Buy
+8
New +$418 ﹤0.01% 1439

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

JOYN Advisors's PACW Position: Q1 2019 in Review

JOYN Advisors sold out of PacWest Bancorp (PACW) in Q1 2019, closing a stake of 1,511 shares — an estimated $50K sold.

JOYN Advisors first reported a position in PACW in Q1 2018 and held it in 4 quarters. The position peaked at $50K in Q4 2018. 403 funds tracked by Wall St. Rank hold PACW as of Q1 2019.

  • JOYN Advisors reported no remaining PacWest Bancorp position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 1,511 PacWest Bancorp shares in Q1 2019, an estimated $50K.
  • JOYN Advisors first reported a position in PacWest Bancorp in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's PacWest Bancorp position peaked at $50K in Q4 2018.
  • 403 funds tracked by Wall St. Rank held PacWest Bancorp as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.