LifePlan Financial Group’s PacWest Bancorp PACW Stock Holding History

LifePlan Financial 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
2020 Q3	$27K	Hold	1,575	–	–	0.01%	313
2020 Q2	$31K	Hold	1,575	–	–	0.01%	287
2020 Q1	$28K	Hold	1,575	–	–	0.02%	282
2019 Q4	$60K	Hold	1,575	–	–	0.03%	227
2019 Q3	$57K	Hold	1,575	–	–	0.03%	229
2019 Q2	$61K	Hold	1,575	–	–	0.03%	223
2019 Q1	$59K	Hold	1,575	–	–	0.03%	226
2018 Q4	$52K	Hold	1,575	–	–	0.03%	226
2018 Q3	$75K	Hold	1,575	–	–	0.04%	207
2018 Q2	$78K	Hold	1,575	–	–	0.04%	198
2018 Q1	$78K	Buy	+1,575	New	+$82.3K	0.05%	189

Other funds holding PACW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LifePlan Financial Group's PACW Position: Q3 2020 in Review

LifePlan Financial Group held its PacWest Bancorp (PACW) position steady in Q3 2020 at 1,575 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #313.

LifePlan Financial Group first reported a position in PACW in Q1 2018 and has held it in 11 quarters since. The position peaked at $78K in Q2 2018. 293 funds tracked by Wall St. Rank hold PACW as of Q3 2020.

LifePlan Financial Group held 1,575 shares of PacWest Bancorp worth $27K as of Q3 2020.
LifePlan Financial Group left its PacWest Bancorp share count unchanged in Q3 2020.
PacWest Bancorp made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #313 holding.
LifePlan Financial Group first reported a position in PacWest Bancorp in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's PacWest Bancorp position peaked at $78K in Q2 2018.
293 funds tracked by Wall St. Rank held PacWest Bancorp as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.