SSG
PACW

Summit Securities Group’s PacWest Bancorp PACW Stock Holding History

Summit Securities Group’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
2016
Q3 		– Sell
-14,067
Closed -$560K – 287
2016
Q2 		$560K Buy
+14,067
New +$552K 0.3% 75

Other funds holding PACW

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Summit Securities Group's PACW Position: Q3 2016 in Review

Summit Securities Group sold out of PacWest Bancorp (PACW) in Q3 2016, closing a stake of 14,067 shares — an estimated $560K sold.

Summit Securities Group first reported a position in PACW in Q2 2016 and held it in 1 quarter. The position peaked at $560K in Q2 2016. 319 funds tracked by Wall St. Rank hold PACW as of Q3 2016.

  • Summit Securities Group reported no remaining PacWest Bancorp position as of Q3 2016 after selling out during the quarter.
  • Summit Securities Group sold 14,067 PacWest Bancorp shares in Q3 2016, an estimated $560K.
  • Summit Securities Group first reported a position in PacWest Bancorp in Q2 2016 and held it in 1 quarter.
  • Summit Securities Group's PacWest Bancorp position peaked at $560K in Q2 2016.
  • 319 funds tracked by Wall St. Rank held PacWest Bancorp as of Q3 2016.

Based on Summit Securities Group's 13F filing for Q3 2016, filed 7 Nov 2016.