SkyOak Wealth’s PacWest Bancorp PACW Stock Holding History

SkyOak Wealth’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	-8,348	Closed	-$319K	–	327
2019 Q4	$319K	Buy	+8,348	New	+$314K	0.1%	222

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

SkyOak Wealth's PACW Position: Q1 2020 in Review

SkyOak Wealth sold out of PacWest Bancorp (PACW) in Q1 2020, closing a stake of 8,348 shares — an estimated $319K sold.

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

SkyOak Wealth reported no remaining PacWest Bancorp position as of Q1 2020 after selling out during the quarter.
SkyOak Wealth sold 8,348 PacWest Bancorp shares in Q1 2020, an estimated $319K.
SkyOak Wealth first reported a position in PacWest Bancorp in Q4 2019 and held it in 1 quarter.
SkyOak Wealth's PacWest Bancorp position peaked at $319K in Q4 2019.
319 funds tracked by Wall St. Rank held PacWest Bancorp as of Q1 2020.

Based on SkyOak Wealth's 13F filing for Q1 2020, filed 4 May 2020.