Waverly Advisors’s PacWest Bancorp PACW Stock Holding History

Waverly 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
2015 Q3	–	Sell	-17	Closed	-$1K	–	458
2015 Q2	$1K	Buy	+17	New	+$786	﹤0.01%	351

Other funds holding PACW

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

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

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

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

SAM

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

Waverly Advisors's PACW Position: Q3 2015 in Review

Waverly Advisors sold out of PacWest Bancorp (PACW) in Q3 2015, closing a stake of 17 shares — an estimated $1K sold.

Waverly Advisors first reported a position in PACW in Q2 2015 and held it in 1 quarter. The position peaked at $1K in Q2 2015. 286 funds tracked by Wall St. Rank hold PACW as of Q3 2015.

Waverly Advisors reported no remaining PacWest Bancorp position as of Q3 2015 after selling out during the quarter.
Waverly Advisors sold 17 PacWest Bancorp shares in Q3 2015, an estimated $1K.
Waverly Advisors first reported a position in PacWest Bancorp in Q2 2015 and held it in 1 quarter.
Waverly Advisors's PacWest Bancorp position peaked at $1K in Q2 2015.
286 funds tracked by Wall St. Rank held PacWest Bancorp as of Q3 2015.

Based on Waverly Advisors's 13F filing for Q3 2015, filed 2 Nov 2015.