LWM
PACW

Liberty Wealth Management’s PacWest Bancorp PACW Stock Holding History

Liberty 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
2020
Q1 		– Sell
-75
Closed -$3K – 1011
2019
Q4 		$3K Buy
75
+1
+1% +$38 ﹤0.01% 750
2019
Q3 		$3K Buy
+74
New +$2.67K ﹤0.01% 717
2019
Q1 		– Sell
-203
Closed -$6K – 867
2018
Q4 		$6K Buy
+203
New +$8.09K ﹤0.01% 529

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Liberty Wealth Management's PACW Position: Q1 2020 in Review

Liberty Wealth Management sold out of PacWest Bancorp (PACW) in Q1 2020, closing a stake of 75 shares — an estimated $3K sold.

Liberty Wealth Management first reported a position in PACW in Q4 2018 and held it in 3 quarters. The position peaked at $6K in Q4 2018. 319 funds tracked by Wall St. Rank hold PACW as of Q1 2020.

  • Liberty Wealth Management reported no remaining PacWest Bancorp position as of Q1 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 75 PacWest Bancorp shares in Q1 2020, an estimated $3K.
  • Liberty Wealth Management first reported a position in PacWest Bancorp in Q4 2018 and held it in 3 quarters.
  • Liberty Wealth Management's PacWest Bancorp position peaked at $6K in Q4 2018.
  • 319 funds tracked by Wall St. Rank held PacWest Bancorp as of Q1 2020.

Based on Liberty Wealth Management's 13F filing for Q1 2020, filed 27 Apr 2020.