WESPAC Advisors SoCal’s PacWest Bancorp PACW Stock Holding History

WESPAC Advisors SoCal’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
2019 Q2	–	Sell	-350	Closed	-$13K	–	338
2019 Q1	$13K	Hold	350	–	–	0.01%	216
2018 Q4	$11K	Sell	350 -600	-63%	-$23.9K	0.01%	234
2018 Q3	$45K	Buy	+950	New	+$47.8K	0.02%	132
2016 Q1	–	Sell	-28,264	Closed	-$1.22M	–	327
2015 Q4	$1.22M	Buy	+28,264	New	+$1.27M	0.8%	29

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

SAM

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

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

WESPAC Advisors SoCal's PACW Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of PacWest Bancorp (PACW) in Q2 2019, closing a stake of 350 shares — an estimated $13K sold.

WESPAC Advisors SoCal first reported a position in PACW in Q4 2015 and held it in 4 quarters. The position peaked at $1.22M in Q4 2015. 397 funds tracked by Wall St. Rank hold PACW as of Q2 2019.

WESPAC Advisors SoCal reported no remaining PacWest Bancorp position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 350 PacWest Bancorp shares in Q2 2019, an estimated $13K.
WESPAC Advisors SoCal first reported a position in PacWest Bancorp in Q4 2015 and held it in 4 quarters.
WESPAC Advisors SoCal's PacWest Bancorp position peaked at $1.22M in Q4 2015.
397 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.