SWP
PACW

Strategic Wealth Partners’s PacWest Bancorp PACW Stock Holding History

Strategic Wealth Partners’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
2019
Q4 		– Sell
-141
Closed -$4 – 534
2019
Q3 		$4 Hold
141
– – ﹤0.01% 670
2019
Q2 		$5K Hold
141
– – ﹤0.01% 641
2019
Q1 		$5K Buy
+141
New +$5.46K ﹤0.01% 646

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Strategic Wealth Partners's PACW Position: Q4 2019 in Review

Strategic Wealth Partners sold out of PacWest Bancorp (PACW) in Q4 2019, closing a stake of 141 shares — an estimated $4 sold.

Strategic Wealth Partners first reported a position in PACW in Q1 2019 and held it in 3 quarters. The position peaked at $5K in Q2 2019. 405 funds tracked by Wall St. Rank hold PACW as of Q4 2019.

  • Strategic Wealth Partners reported no remaining PacWest Bancorp position as of Q4 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 141 PacWest Bancorp shares in Q4 2019, an estimated $4.
  • Strategic Wealth Partners first reported a position in PacWest Bancorp in Q1 2019 and held it in 3 quarters.
  • Strategic Wealth Partners's PacWest Bancorp position peaked at $5K in Q2 2019.
  • 405 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.