Security National Trust’s PacWest Bancorp PACW Stock Holding History

Security National Trust’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 Q2	–	Sell	-300	Closed	-$5K	–	487
2020 Q1	$5K	Hold	300	–	–	﹤0.01%	410
2019 Q4	$11K	Hold	300	–	–	﹤0.01%	368
2019 Q3	$11K	Hold	300	–	–	﹤0.01%	319
2019 Q2	$12K	Hold	300	–	–	﹤0.01%	319
2019 Q1	$11K	Buy	+300	New	+$11.6K	﹤0.01%	330

Other funds holding PACW

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Security National Trust's PACW Position: Q2 2020 in Review

Security National Trust sold out of PacWest Bancorp (PACW) in Q2 2020, closing a stake of 300 shares — an estimated $5K sold.

Security National Trust first reported a position in PACW in Q1 2019 and held it in 5 quarters. The position peaked at $12K in Q2 2019. 286 funds tracked by Wall St. Rank hold PACW as of Q2 2020.

Security National Trust reported no remaining PacWest Bancorp position as of Q2 2020 after selling out during the quarter.
Security National Trust sold 300 PacWest Bancorp shares in Q2 2020, an estimated $5K.
Security National Trust first reported a position in PacWest Bancorp in Q1 2019 and held it in 5 quarters.
Security National Trust's PacWest Bancorp position peaked at $12K in Q2 2019.
286 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2020.

Based on Security National Trust's 13F filing for Q2 2020, filed 13 Aug 2020.