LWMG
PACW

Lakeside Wealth Management Group’s PacWest Bancorp PACW Stock Holding History

Lakeside Wealth Management Group’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
2017
Q1 		$616K Hold
14,363
– – 21.07% 1
2016
Q4 		$616K Hold
14,363
– – 19.53% 1
2016
Q3 		$616K Buy
+14,363
New +$599K 19.53% 1

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Lakeside Wealth Management Group's PACW Position: Q1 2017 in Review

Lakeside Wealth Management Group held its PacWest Bancorp (PACW) position steady in Q1 2017 at 14,363 shares worth $616K. The position accounts for 21.07% of the portfolio, ranked #1.

Lakeside Wealth Management Group first reported a position in PACW in Q3 2016 and has held it in 3 quarters since. 364 funds tracked by Wall St. Rank hold PACW as of Q1 2017.

  • Lakeside Wealth Management Group held 14,363 shares of PacWest Bancorp worth $616K as of Q1 2017.
  • Lakeside Wealth Management Group left its PacWest Bancorp share count unchanged in Q1 2017.
  • PacWest Bancorp made up 21.07% of Lakeside Wealth Management Group's portfolio in Q1 2017, its #1 holding.
  • Lakeside Wealth Management Group first reported a position in PacWest Bancorp in Q3 2016 and has held it in 3 quarters since.
  • 364 funds tracked by Wall St. Rank held PacWest Bancorp as of Q1 2017.

Based on Lakeside Wealth Management Group's 13F filing for Q1 2017, filed 26 Apr 2017.