WealthTrust-Arizona’s PacWest Bancorp PACW Stock Holding History

WealthTrust-Arizona’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	$9K	Sell	264 -48	-15%	-$1.91K	0.01%	396
2018 Q3	$15K	Hold	312	–	–	0.01%	346
2018 Q2	$15K	Sell	312 -42	-12%	-$2.2K	0.01%	330
2018 Q1	$18K	Sell	354 -21	-6%	-$1.1K	0.01%	303
2017 Q4	$19K	Hold	375	–	–	0.01%	301
2017 Q3	$19K	Sell	375 -1	-0.3%	-$47	0.01%	293
2017 Q2	$18K	Hold	376	–	–	0.01%	285
2017 Q1	$20K	Sell	376 -62	-14%	-$3.4K	0.01%	256
2016 Q4	$24K	Hold	438	–	–	0.01%	226
2016 Q3	$19K	Sell	438 -2	-0.5%	-$83	0.01%	258
2016 Q2	$18K	Sell	440 -14	-3%	-$549	0.01%	258
2016 Q1	$17K	Hold	454	–	–	0.01%	265
2015 Q4	$20K	Hold	454	–	–	0.01%	260
2015 Q3	$19K	Hold	454	–	–	0.01%	272
2015 Q2	$21K	Hold	454	–	–	0.01%	281
2015 Q1	$21K	Buy	454 +35	+8%	+$1.58K	0.01%	275
2014 Q4	$19K	Buy	419 +1	+0.2%	+$44	0.02%	296
2014 Q3	$17K	Hold	418	–	–	0.02%	315
2014 Q2	$18K	Buy	418 +41	+11%	+$1.71K	0.02%	304
2014 Q1	$16K	Buy	+377	New	+$15.9K	0.02%	343

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

WealthTrust-Arizona's PACW Position: Q4 2018 in Review

WealthTrust-Arizona reduced its PacWest Bancorp (PACW) stake by 15% in Q4 2018, selling an estimated $1.91K and leaving 264 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #396.

WealthTrust-Arizona first reported a position in PACW in Q1 2014 and has held it in 20 quarters since. The position peaked at $24K in Q4 2016. 384 funds tracked by Wall St. Rank hold PACW as of Q4 2018.

WealthTrust-Arizona held 264 shares of PacWest Bancorp worth $9K as of Q4 2018.
WealthTrust-Arizona sold 48 PacWest Bancorp shares in Q4 2018, an estimated $1.91K.
PacWest Bancorp made up 0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #396 holding.
WealthTrust-Arizona first reported a position in PacWest Bancorp in Q1 2014 and has held it in 20 quarters since.
WealthTrust-Arizona's PacWest Bancorp position peaked at $24K in Q4 2016.
384 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.