SAM
PACW

Secure Asset Management’s PacWest Bancorp PACW Stock Holding History

Secure Asset 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
2020
Q1 		– Sell
-10,581
Closed -$405K – 167
2019
Q4 		$405K Buy
+10,581
New +$398K 0.29% 88

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

Secure Asset Management's PACW Position: Q1 2020 in Review

Secure Asset Management sold out of PacWest Bancorp (PACW) in Q1 2020, closing a stake of 10,581 shares — an estimated $405K sold.

Secure Asset Management first reported a position in PACW in Q4 2019 and held it in 1 quarter. The position peaked at $405K in Q4 2019. 319 funds tracked by Wall St. Rank hold PACW as of Q1 2020.

  • Secure Asset Management reported no remaining PacWest Bancorp position as of Q1 2020 after selling out during the quarter.
  • Secure Asset Management sold 10,581 PacWest Bancorp shares in Q1 2020, an estimated $405K.
  • Secure Asset Management first reported a position in PacWest Bancorp in Q4 2019 and held it in 1 quarter.
  • Secure Asset Management's PacWest Bancorp position peaked at $405K in Q4 2019.
  • 319 funds tracked by Wall St. Rank held PacWest Bancorp as of Q1 2020.

Based on Secure Asset Management's 13F filing for Q1 2020, filed 15 Apr 2020.