MWM
PACW

Mission Wealth Management’s PacWest Bancorp PACW Stock Holding History

Mission 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
2018
Q2 		– Sell
-4,428
Closed -$219K – 280
2018
Q1 		$219K Hold
4,428
– – 0.04% 207
2017
Q4 		$223K Sell
4,428
-27
-0.6% -$1.29K 0.04% 196
2017
Q3 		$225K Sell
4,455
-1,475
-25% -$69K 0.04% 174
2017
Q2 		$277K Sell
5,930
-1,475
-20% -$71.9K 0.05% 138
2017
Q1 		$394K Buy
+7,405
New +$406K 0.08% 114

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mission Wealth Management's PACW Position: Q2 2018 in Review

Mission Wealth Management sold out of PacWest Bancorp (PACW) in Q2 2018, closing a stake of 4,428 shares — an estimated $219K sold.

Mission Wealth Management first reported a position in PACW in Q1 2017 and held it in 5 quarters. The position peaked at $394K in Q1 2017. 411 funds tracked by Wall St. Rank hold PACW as of Q2 2018.

  • Mission Wealth Management reported no remaining PacWest Bancorp position as of Q2 2018 after selling out during the quarter.
  • Mission Wealth Management sold 4,428 PacWest Bancorp shares in Q2 2018, an estimated $219K.
  • Mission Wealth Management first reported a position in PacWest Bancorp in Q1 2017 and held it in 5 quarters.
  • Mission Wealth Management's PacWest Bancorp position peaked at $394K in Q1 2017.
  • 411 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2018.

Based on Mission Wealth Management's 13F filing for Q2 2018, filed 8 Aug 2018.