LWM
PACW

LBA Wealth Management’s PacWest Bancorp PACW Stock Holding History

LBA 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
2014
Q4 		– Sell
-419
Closed -$17K – 406
2014
Q3 		$17K Buy
+419
New +$17.6K 0.01% 254

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

LBA Wealth Management's PACW Position: Q4 2014 in Review

LBA Wealth Management sold out of PacWest Bancorp (PACW) in Q4 2014, closing a stake of 419 shares — an estimated $17K sold.

LBA Wealth Management first reported a position in PACW in Q3 2014 and held it in 1 quarter. The position peaked at $17K in Q3 2014. 253 funds tracked by Wall St. Rank hold PACW as of Q4 2014.

  • LBA Wealth Management reported no remaining PacWest Bancorp position as of Q4 2014 after selling out during the quarter.
  • LBA Wealth Management sold 419 PacWest Bancorp shares in Q4 2014, an estimated $17K.
  • LBA Wealth Management first reported a position in PacWest Bancorp in Q3 2014 and held it in 1 quarter.
  • LBA Wealth Management's PacWest Bancorp position peaked at $17K in Q3 2014.
  • 253 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2014.

Based on LBA Wealth Management's 13F filing for Q4 2014, filed 4 Feb 2015.