RFA
PACW

Reilly Financial Advisors’s PacWest Bancorp PACW Stock Holding History

Reilly Financial Advisors’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
2016
Q3 		– Sell
-96
Closed -$4K – 903
2016
Q2 		$4K Hold
96
– – ﹤0.01% 659
2016
Q1 		$4K Hold
96
– – ﹤0.01% 976
2015
Q4 		$4K Hold
96
– – ﹤0.01% 986
2015
Q3 		$4K Hold
96
– – ﹤0.01% 1023
2015
Q2 		$4K Buy
+96
New +$4.44K ﹤0.01% 1129

Other funds holding PACW

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Reilly Financial Advisors's PACW Position: Q3 2016 in Review

Reilly Financial Advisors sold out of PacWest Bancorp (PACW) in Q3 2016, closing a stake of 96 shares — an estimated $4K sold.

Reilly Financial Advisors first reported a position in PACW in Q2 2015 and held it in 5 quarters. The position peaked at $4K in Q2 2016. 319 funds tracked by Wall St. Rank hold PACW as of Q3 2016.

  • Reilly Financial Advisors reported no remaining PacWest Bancorp position as of Q3 2016 after selling out during the quarter.
  • Reilly Financial Advisors sold 96 PacWest Bancorp shares in Q3 2016, an estimated $4K.
  • Reilly Financial Advisors first reported a position in PacWest Bancorp in Q2 2015 and held it in 5 quarters.
  • Reilly Financial Advisors's PacWest Bancorp position peaked at $4K in Q2 2016.
  • 319 funds tracked by Wall St. Rank held PacWest Bancorp as of Q3 2016.

Based on Reilly Financial Advisors's 13F filing for Q3 2016, filed 26 Oct 2016.