SCA
PACW

Stuart Chaussee & Associates’s PacWest Bancorp PACW Stock Holding History

Stuart Chaussee & Associates’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
2018
Q4 		– Sell
-2,586
Closed -$123K – 140
2018
Q3 		$123K Hold
2,586
– – 0.08% 27
2018
Q2 		$128K Hold
2,586
– – 0.09% 26
2018
Q1 		$128K Hold
2,586
– – 0.53% 13
2017
Q4 		$130K Buy
+2,586
New +$123K 0.09% 17

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stuart Chaussee & Associates's PACW Position: Q4 2018 in Review

Stuart Chaussee & Associates sold out of PacWest Bancorp (PACW) in Q4 2018, closing a stake of 2,586 shares — an estimated $123K sold.

Stuart Chaussee & Associates first reported a position in PACW in Q4 2017 and held it in 4 quarters. The position peaked at $130K in Q4 2017. 384 funds tracked by Wall St. Rank hold PACW as of Q4 2018.

  • Stuart Chaussee & Associates reported no remaining PacWest Bancorp position as of Q4 2018 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 2,586 PacWest Bancorp shares in Q4 2018, an estimated $123K.
  • Stuart Chaussee & Associates first reported a position in PacWest Bancorp in Q4 2017 and held it in 4 quarters.
  • Stuart Chaussee & Associates's PacWest Bancorp position peaked at $130K in Q4 2017.
  • 384 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2018.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2018, filed 11 Jan 2019.