WCM
PACW

Wealthcare Capital Management’s PacWest Bancorp PACW Stock Holding History

Wealthcare Capital Management’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
Q2 		– Sell
-14
Closed – – 901
2015
Q1 		$0 Buy
+14
New +$632 ﹤0.01% 1028

Other funds holding PACW

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wealthcare Capital Management's PACW Position: Q2 2015 in Review

Wealthcare Capital Management sold out of PacWest Bancorp (PACW) in Q2 2015, closing a stake of 14 shares.

Wealthcare Capital Management first reported a position in PACW in Q1 2015 and held it in 1 quarter. The position peaked at $0 in Q1 2015. 276 funds tracked by Wall St. Rank hold PACW as of Q2 2015.

  • Wealthcare Capital Management reported no remaining PacWest Bancorp position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 14 PacWest Bancorp shares in Q2 2015.
  • Wealthcare Capital Management first reported a position in PacWest Bancorp in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's PacWest Bancorp position peaked at $0 in Q1 2015.
  • 276 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.