SQA
PACW

Simon Quick Advisors’s PacWest Bancorp PACW Stock Holding History

Simon Quick 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
2020
Q3 		– Sell
-226
Closed -$4K – 519
2020
Q2 		$4K Buy
+226
New +$4.19K ﹤0.01% 379
2020
Q1 		– Sell
-401
Closed -$15K – 738
2019
Q4 		$15K Buy
+401
New +$15.1K 0.01% 354

Other funds holding PACW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Simon Quick Advisors's PACW Position: Q3 2020 in Review

Simon Quick Advisors sold out of PacWest Bancorp (PACW) in Q3 2020, closing a stake of 226 shares — an estimated $4K sold.

Simon Quick Advisors first reported a position in PACW in Q4 2019 and held it in 2 quarters. The position peaked at $15K in Q4 2019. 293 funds tracked by Wall St. Rank hold PACW as of Q3 2020.

  • Simon Quick Advisors reported no remaining PacWest Bancorp position as of Q3 2020 after selling out during the quarter.
  • Simon Quick Advisors sold 226 PacWest Bancorp shares in Q3 2020, an estimated $4K.
  • Simon Quick Advisors first reported a position in PacWest Bancorp in Q4 2019 and held it in 2 quarters.
  • Simon Quick Advisors's PacWest Bancorp position peaked at $15K in Q4 2019.
  • 293 funds tracked by Wall St. Rank held PacWest Bancorp as of Q3 2020.

Based on Simon Quick Advisors's 13F filing for Q3 2020, filed 26 Oct 2020.