Vontobel Swiss Wealth Advisors’s PacWest Bancorp PACW Stock Holding History

Vontobel Swiss Wealth 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 Q4	–	Sell	-4,225	Closed	-$201K	–	92
2018 Q3	$201K	Hold	4,225	–	–	0.12%	84
2018 Q2	$209K	Hold	4,225	–	–	0.12%	82
2018 Q1	$209K	Hold	4,225	–	–	0.11%	82
2017 Q4	$213K	Buy	+4,225	New	+$202K	0.13%	79

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

Vontobel Swiss Wealth Advisors's PACW Position: Q4 2018 in Review

Vontobel Swiss Wealth Advisors sold out of PacWest Bancorp (PACW) in Q4 2018, closing a stake of 4,225 shares — an estimated $201K sold.

Vontobel Swiss Wealth Advisors first reported a position in PACW in Q4 2017 and held it in 4 quarters. The position peaked at $213K in Q4 2017. 384 funds tracked by Wall St. Rank hold PACW as of Q4 2018.

Vontobel Swiss Wealth Advisors reported no remaining PacWest Bancorp position as of Q4 2018 after selling out during the quarter.
Vontobel Swiss Wealth Advisors sold 4,225 PacWest Bancorp shares in Q4 2018, an estimated $201K.
Vontobel Swiss Wealth Advisors first reported a position in PacWest Bancorp in Q4 2017 and held it in 4 quarters.
Vontobel Swiss Wealth Advisors's PacWest Bancorp position peaked at $213K in Q4 2017.
384 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2018.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.