OFW
PACW

Omnia Family Wealth’s PacWest Bancorp PACW Stock Holding History

Omnia Family Wealth’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
2017
Q3 		– Sell
-59
Closed -$3K – 703
2017
Q2 		$3K Hold
59
– – ﹤0.01% 550
2017
Q1 		$3K Hold
59
– – ﹤0.01% 543
2016
Q4 		$3K Buy
+59
New +$2.85K ﹤0.01% 548

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Omnia Family Wealth's PACW Position: Q3 2017 in Review

Omnia Family Wealth sold out of PacWest Bancorp (PACW) in Q3 2017, closing a stake of 59 shares — an estimated $3K sold.

Omnia Family Wealth first reported a position in PACW in Q4 2016 and held it in 3 quarters. The position peaked at $3K in Q2 2017. 348 funds tracked by Wall St. Rank hold PACW as of Q3 2017.

  • Omnia Family Wealth reported no remaining PacWest Bancorp position as of Q3 2017 after selling out during the quarter.
  • Omnia Family Wealth sold 59 PacWest Bancorp shares in Q3 2017, an estimated $3K.
  • Omnia Family Wealth first reported a position in PacWest Bancorp in Q4 2016 and held it in 3 quarters.
  • Omnia Family Wealth's PacWest Bancorp position peaked at $3K in Q2 2017.
  • 348 funds tracked by Wall St. Rank held PacWest Bancorp as of Q3 2017.

Based on Omnia Family Wealth's 13F filing for Q3 2017, filed 14 Nov 2017.