PWM
PACW

Perigon Wealth Management’s PacWest Bancorp PACW Stock Holding History

Perigon 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
-14
Closed -$1K – 635
2018
Q1 		$1K Hold
14
– – ﹤0.01% 631
2017
Q4 		$1K Hold
14
– – ﹤0.01% 599
2017
Q3 		$1K Buy
+14
New +$655 ﹤0.01% 637

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

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

Perigon Wealth Management sold out of PacWest Bancorp (PACW) in Q2 2018, closing a stake of 14 shares — an estimated $1K sold.

Perigon Wealth Management first reported a position in PACW in Q3 2017 and held it in 3 quarters. The position peaked at $1K in Q1 2018. 411 funds tracked by Wall St. Rank hold PACW as of Q2 2018.

  • Perigon Wealth Management reported no remaining PacWest Bancorp position as of Q2 2018 after selling out during the quarter.
  • Perigon Wealth Management sold 14 PacWest Bancorp shares in Q2 2018, an estimated $1K.
  • Perigon Wealth Management first reported a position in PacWest Bancorp in Q3 2017 and held it in 3 quarters.
  • Perigon Wealth Management's PacWest Bancorp position peaked at $1K in Q1 2018.
  • 411 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2018.

Based on Perigon Wealth Management's 13F filing for Q2 2018, filed 7 Aug 2018.