Summit Trail Advisors’s PacWest Bancorp PACW Stock Holding History

Summit Trail 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
2018 Q1	–	Sell	-558	Closed	-$30K	–	1781
2017 Q4	$30K	Buy	+558	New	+$26.6K	﹤0.01%	946

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Summit Trail Advisors's PACW Position: Q1 2018 in Review

Summit Trail Advisors sold out of PacWest Bancorp (PACW) in Q1 2018, closing a stake of 558 shares — an estimated $30K sold.

Summit Trail Advisors first reported a position in PACW in Q4 2017 and held it in 1 quarter. The position peaked at $30K in Q4 2017. 391 funds tracked by Wall St. Rank hold PACW as of Q1 2018.

Summit Trail Advisors reported no remaining PacWest Bancorp position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 558 PacWest Bancorp shares in Q1 2018, an estimated $30K.
Summit Trail Advisors first reported a position in PacWest Bancorp in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's PacWest Bancorp position peaked at $30K in Q4 2017.
391 funds tracked by Wall St. Rank held PacWest Bancorp as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.