PWAG
PACW

Polaris Wealth Advisory Group’s PacWest Bancorp PACW Stock Holding History

Polaris Wealth Advisory Group’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
Q4 		– Sell
-246
Closed -$12K – 492
2018
Q3 		$12K Buy
+246
New +$12.4K ﹤0.01% 391
2018
Q2 		– Sell
-246
Closed -$12K – 446
2018
Q1 		$12K Buy
+246
New +$12.8K ﹤0.01% 351

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Polaris Wealth Advisory Group's PACW Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of PacWest Bancorp (PACW) in Q4 2018, closing a stake of 246 shares — an estimated $12K sold.

Polaris Wealth Advisory Group first reported a position in PACW in Q1 2018 and held it in 2 quarters. The position peaked at $12K in Q3 2018. 384 funds tracked by Wall St. Rank hold PACW as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining PacWest Bancorp position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 246 PacWest Bancorp shares in Q4 2018, an estimated $12K.
  • Polaris Wealth Advisory Group first reported a position in PacWest Bancorp in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's PacWest Bancorp position peaked at $12K in Q3 2018.
  • 384 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.