WRF
PACW

Waddell & Reed Financial’s PacWest Bancorp PACW Stock Holding History

Waddell & Reed Financial’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
Q3 		– Sell
-8,200
Closed -$405K – 577
2018
Q2 		$405K Hold
8,200
– – ﹤0.01% 534
2018
Q1 		$406K Buy
+8,200
New +$428K ﹤0.01% 521
2017
Q4 		– Sell
-7,600
Closed -$384K – 566
2017
Q3 		$384K Sell
7,600
-2,341
-24% -$109K ﹤0.01% 512
2017
Q2 		$464K Buy
9,941
+2,051
+26% +$100K ﹤0.01% 525
2017
Q1 		$420K Buy
7,890
+3,249
+70% +$178K ﹤0.01% 530
2016
Q4 		$253K Buy
+4,641
New +$224K ﹤0.01% 570

Other funds holding PACW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Waddell & Reed Financial's PACW Position: Q3 2018 in Review

Waddell & Reed Financial sold out of PacWest Bancorp (PACW) in Q3 2018, closing a stake of 8,200 shares — an estimated $405K sold.

Waddell & Reed Financial first reported a position in PACW in Q4 2016 and held it in 6 quarters. The position peaked at $464K in Q2 2017. 416 funds tracked by Wall St. Rank hold PACW as of Q3 2018.

  • Waddell & Reed Financial reported no remaining PacWest Bancorp position as of Q3 2018 after selling out during the quarter.
  • Waddell & Reed Financial sold 8,200 PacWest Bancorp shares in Q3 2018, an estimated $405K.
  • Waddell & Reed Financial first reported a position in PacWest Bancorp in Q4 2016 and held it in 6 quarters.
  • Waddell & Reed Financial's PacWest Bancorp position peaked at $464K in Q2 2017.
  • 416 funds tracked by Wall St. Rank held PacWest Bancorp as of Q3 2018.

Based on Waddell & Reed Financial's 13F filing for Q3 2018, filed 14 Nov 2018.