Proficio Capital Partners’s PacWest Bancorp PACW Stock Holding History

Proficio Capital Partners’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
2019 Q3	–	Sell	-1,393	Closed	-$54K	–	1679
2019 Q2	$54K	Sell	1,393 -164	-11%	-$6.34K	0.02%	351
2019 Q1	$59K	Buy	1,557 +290	+23%	+$11.2K	0.02%	299
2018 Q4	$42K	Buy	1,267 +142	+13%	+$5.66K	0.02%	343
2018 Q3	$54K	Hold	1,125	–	–	0.02%	337
2018 Q2	$56K	Buy	1,125 +66	+6%	+$3.45K	0.02%	326
2018 Q1	$52K	Hold	1,059	–	–	0.02%	337
2017 Q4	$53K	Buy	1,059 +201	+23%	+$9.59K	0.02%	335
2017 Q3	$43K	Hold	858	–	–	0.02%	418
2017 Q2	$41K	Sell	858 -27	-3%	-$1.32K	0.02%	434
2017 Q1	$42K	Buy	885 +94	+12%	+$5.15K	0.02%	428
2016 Q4	$43K	Sell	791 -59	-7%	-$2.85K	0.02%	294
2016 Q3	$36K	Sell	850 -61	-7%	-$2.54K	0.02%	331
2016 Q2	$38K	Buy	911 +90	+11%	+$3.53K	0.02%	314
2016 Q1	$31K	Buy	+821	New	+$29.1K	0.03%	281

Other funds holding PACW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Proficio Capital Partners's PACW Position: Q3 2019 in Review

Proficio Capital Partners sold out of PacWest Bancorp (PACW) in Q3 2019, closing a stake of 1,393 shares — an estimated $54K sold.

Proficio Capital Partners first reported a position in PACW in Q1 2016 and held it in 14 quarters. The position peaked at $59K in Q1 2019. 399 funds tracked by Wall St. Rank hold PACW as of Q3 2019.

Proficio Capital Partners reported no remaining PacWest Bancorp position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 1,393 PacWest Bancorp shares in Q3 2019, an estimated $54K.
Proficio Capital Partners first reported a position in PacWest Bancorp in Q1 2016 and held it in 14 quarters.
Proficio Capital Partners's PacWest Bancorp position peaked at $59K in Q1 2019.
399 funds tracked by Wall St. Rank held PacWest Bancorp as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.