KJWM
PACW

Kiley Juergens Wealth Management’s PacWest Bancorp PACW Stock Holding History

Kiley Juergens Wealth Management’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
2018
Q4 		– Sell
-260
Closed -$12K – 699
2018
Q3 		$12K Hold
260
– – 0.01% 444
2018
Q2 		$12K Buy
+260
New +$13.6K 0.01% 414
2018
Q1 		– Sell
-260
Closed -$13K – 641
2017
Q4 		$13K Buy
+260
New +$12.4K 0.01% 432

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kiley Juergens Wealth Management's PACW Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of PacWest Bancorp (PACW) in Q4 2018, closing a stake of 260 shares — an estimated $12K sold.

Kiley Juergens Wealth Management first reported a position in PACW in Q4 2017 and held it in 3 quarters. The position peaked at $13K in Q4 2017. 384 funds tracked by Wall St. Rank hold PACW as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining PacWest Bancorp position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 260 PacWest Bancorp shares in Q4 2018, an estimated $12K.
  • Kiley Juergens Wealth Management first reported a position in PacWest Bancorp in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's PacWest Bancorp position peaked at $13K in Q4 2017.
  • 384 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.