NES
PACW

New England Securities’s PacWest Bancorp PACW Stock Holding History

New England Securities’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
Q3 		– Sell
-354
Closed -$15K – 1775
2014
Q2 		$15K Buy
+354
New +$14.8K 0.01% 1006

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

New England Securities's PACW Position: Q3 2014 in Review

New England Securities sold out of PacWest Bancorp (PACW) in Q3 2014, closing a stake of 354 shares — an estimated $15K sold.

New England Securities first reported a position in PACW in Q2 2014 and held it in 1 quarter. The position peaked at $15K in Q2 2014. 229 funds tracked by Wall St. Rank hold PACW as of Q3 2014.

  • New England Securities reported no remaining PacWest Bancorp position as of Q3 2014 after selling out during the quarter.
  • New England Securities sold 354 PacWest Bancorp shares in Q3 2014, an estimated $15K.
  • New England Securities first reported a position in PacWest Bancorp in Q2 2014 and held it in 1 quarter.
  • New England Securities's PacWest Bancorp position peaked at $15K in Q2 2014.
  • 229 funds tracked by Wall St. Rank held PacWest Bancorp as of Q3 2014.

Based on New England Securities's 13F filing for Q3 2014, filed 5 Nov 2014.