Summit X LLC’s PacWest Bancorp PACW Stock Holding History

Summit X LLC’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	-5,330	Closed	-$254K	–	238
2018 Q3	$254K	Buy	5,330 +415	+8%	+$20.9K	0.12%	190
2018 Q2	$238K	Buy	+4,915	New	+$257K	0.13%	177

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Summit X LLC's PACW Position: Q4 2018 in Review

Summit X LLC sold out of PacWest Bancorp (PACW) in Q4 2018, closing a stake of 5,330 shares — an estimated $254K sold.

Summit X LLC first reported a position in PACW in Q2 2018 and held it in 2 quarters. The position peaked at $254K in Q3 2018. 384 funds tracked by Wall St. Rank hold PACW as of Q4 2018.

Summit X LLC reported no remaining PacWest Bancorp position as of Q4 2018 after selling out during the quarter.
Summit X LLC sold 5,330 PacWest Bancorp shares in Q4 2018, an estimated $254K.
Summit X LLC first reported a position in PacWest Bancorp in Q2 2018 and held it in 2 quarters.
Summit X LLC's PacWest Bancorp position peaked at $254K in Q3 2018.
384 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2018.

Based on Summit X LLC's 13F filing for Q4 2018, filed 13 Feb 2019.