LJAC
PACW

L.J. Altfest & Co’s PacWest Bancorp PACW Stock Holding History

L.J. Altfest & Co’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
2014
Q3 		– Sell
-16,500
Closed – – 69
2014
Q2 		$0 Buy
+16,500
New +$688K ﹤0.01% 94
2014
Q1 		– Sell
-16,500
Closed – – 119
2013
Q4 		$0 Buy
+16,500
New +$647K ﹤0.01% 107

Other funds holding PACW

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

L.J. Altfest & Co's PACW Position: Q3 2014 in Review

L.J. Altfest & Co sold out of PacWest Bancorp (PACW) in Q3 2014, closing a stake of 16,500 shares.

L.J. Altfest & Co first reported a position in PACW in Q4 2013 and held it in 2 quarters. The position peaked at $0 in Q2 2014. 229 funds tracked by Wall St. Rank hold PACW as of Q3 2014.

  • L.J. Altfest & Co reported no remaining PacWest Bancorp position as of Q3 2014 after selling out during the quarter.
  • L.J. Altfest & Co sold 16,500 PacWest Bancorp shares in Q3 2014.
  • L.J. Altfest & Co first reported a position in PacWest Bancorp in Q4 2013 and held it in 2 quarters.
  • L.J. Altfest & Co's PacWest Bancorp position peaked at $0 in Q2 2014.
  • 229 funds tracked by Wall St. Rank held PacWest Bancorp as of Q3 2014.

Based on L.J. Altfest & Co's 13F filing for Q3 2014, filed 14 Nov 2014.