KT
PACW

Kanaly Trust’s PacWest Bancorp PACW Stock Holding History

Kanaly Trust’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 		$16K Hold
290
– – ﹤0.01% 474
2016
Q3 		$12K Buy
290
+153
+112% +$6.38K ﹤0.01% 512
2016
Q2 		$5K Buy
137
+7
+5% +$274 ﹤0.01% 660
2016
Q1 		$5K Buy
130
+53
+69% +$1.88K ﹤0.01% 665
2015
Q4 		$3K Hold
77
– – ﹤0.01% 763
2015
Q3 		$3K Hold
77
– – ﹤0.01% 737
2015
Q2 		$4K Buy
+77
New +$3.56K ﹤0.01% 685

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

Kanaly Trust's PACW Position: Q4 2016 in Review

Kanaly Trust held its PacWest Bancorp (PACW) position steady in Q4 2016 at 290 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Kanaly Trust first reported a position in PACW in Q2 2015 and has held it in 7 quarters since. 353 funds tracked by Wall St. Rank hold PACW as of Q4 2016.

  • Kanaly Trust held 290 shares of PacWest Bancorp worth $16K as of Q4 2016.
  • Kanaly Trust left its PacWest Bancorp share count unchanged in Q4 2016.
  • PacWest Bancorp made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #474 holding.
  • Kanaly Trust first reported a position in PacWest Bancorp in Q2 2015 and has held it in 7 quarters since.
  • 353 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.