LWCFA
PACW

Loring Wolcott & Coolidge Fiduciary Advisors’s PacWest Bancorp PACW Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2019
Q1 		– Sell
-35
Closed -$1K – 777
2018
Q4 		$1K Buy
+35
New +$1.4K ﹤0.01% 685
2017
Q4 		– Sell
-22
Closed -$1K – 896
2017
Q3 		$1K Buy
+22
New +$1.03K ﹤0.01% 758

Other funds holding PACW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PACW Position: Q1 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of PacWest Bancorp (PACW) in Q1 2019, closing a stake of 35 shares — an estimated $1K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PACW in Q3 2017 and held it in 2 quarters. The position peaked at $1K in Q4 2018. 403 funds tracked by Wall St. Rank hold PACW as of Q1 2019.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining PacWest Bancorp position as of Q1 2019 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 35 PacWest Bancorp shares in Q1 2019, an estimated $1K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PacWest Bancorp in Q3 2017 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's PacWest Bancorp position peaked at $1K in Q4 2018.
  • 403 funds tracked by Wall St. Rank held PacWest Bancorp as of Q1 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2019, filed 8 Apr 2019.