Tarbox Family Office’s PacWest Bancorp PACW Stock Holding History

Tarbox Family Office’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
2020 Q2	–	Sell	-71	Closed	-$1K	–	1271
2020 Q1	$1K	Hold	71	–	–	﹤0.01%	1047
2019 Q4	$3K	Hold	71	–	–	﹤0.01%	729
2019 Q3	$3K	Hold	71	–	–	﹤0.01%	665
2019 Q2	$3K	Hold	71	–	–	﹤0.01%	663
2019 Q1	$3K	Hold	71	–	–	﹤0.01%	478
2018 Q4	$2K	Buy	+71	New	+$2.83K	﹤0.01%	525

Other funds holding PACW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Tarbox Family Office's PACW Position: Q2 2020 in Review

Tarbox Family Office sold out of PacWest Bancorp (PACW) in Q2 2020, closing a stake of 71 shares — an estimated $1K sold.

Tarbox Family Office first reported a position in PACW in Q4 2018 and held it in 6 quarters. The position peaked at $3K in Q4 2019. 286 funds tracked by Wall St. Rank hold PACW as of Q2 2020.

Tarbox Family Office reported no remaining PacWest Bancorp position as of Q2 2020 after selling out during the quarter.
Tarbox Family Office sold 71 PacWest Bancorp shares in Q2 2020, an estimated $1K.
Tarbox Family Office first reported a position in PacWest Bancorp in Q4 2018 and held it in 6 quarters.
Tarbox Family Office's PacWest Bancorp position peaked at $3K in Q4 2019.
286 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2020.

Based on Tarbox Family Office's 13F filing for Q2 2020, filed 23 Jul 2020.