PCS
PACW

Personal CFO Solutions’s PacWest Bancorp PACW Stock Holding History

Personal CFO Solutions’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
2020
Q1 		– Sell
-6,135
Closed -$232K – 388
2019
Q4 		$232K Sell
6,135
-2,663
-30% -$100K 0.07% 283
2019
Q3 		$414K Buy
+8,798
New +$318K 0.16% 166

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Personal CFO Solutions's PACW Position: Q1 2020 in Review

Personal CFO Solutions sold out of PacWest Bancorp (PACW) in Q1 2020, closing a stake of 6,135 shares — an estimated $232K sold.

Personal CFO Solutions first reported a position in PACW in Q3 2019 and held it in 2 quarters. The position peaked at $414K in Q3 2019. 319 funds tracked by Wall St. Rank hold PACW as of Q1 2020.

  • Personal CFO Solutions reported no remaining PacWest Bancorp position as of Q1 2020 after selling out during the quarter.
  • Personal CFO Solutions sold 6,135 PacWest Bancorp shares in Q1 2020, an estimated $232K.
  • Personal CFO Solutions first reported a position in PacWest Bancorp in Q3 2019 and held it in 2 quarters.
  • Personal CFO Solutions's PacWest Bancorp position peaked at $414K in Q3 2019.
  • 319 funds tracked by Wall St. Rank held PacWest Bancorp as of Q1 2020.

Based on Personal CFO Solutions's 13F filing for Q1 2020, filed 30 Apr 2020.