WA
PACW

WFG Advisors’s PacWest Bancorp PACW Stock Holding History

WFG 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
2017
Q2 		$8K Buy
166
+122
+277% +$5.95K ﹤0.01% 1204
2017
Q1 		$2K Sell
44
-128
-74% -$7.02K ﹤0.01% 1359
2016
Q4 		$9K Buy
+172
New +$8.31K ﹤0.01% 1148
2014
Q1 		– Sell
-20
Closed -$1K – 2271
2013
Q4 		$1K Buy
20
+14
+233% +$549 ﹤0.01% 2147
2013
Q3 		$0 Buy
+6
New +$203 ﹤0.01% 2275

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WFG Advisors's PACW Position: Q2 2017 in Review

WFG Advisors increased its PacWest Bancorp (PACW) stake by 277% in Q2 2017, buying an estimated $5.95K and bringing the position to 166 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

WFG Advisors first reported a position in PACW in Q3 2013 and has held it in 5 quarters since. The position peaked at $9K in Q4 2016. 346 funds tracked by Wall St. Rank hold PACW as of Q2 2017.

  • WFG Advisors held 166 shares of PacWest Bancorp worth $8K as of Q2 2017.
  • WFG Advisors bought 122 PacWest Bancorp shares in Q2 2017, an estimated $5.95K.
  • PacWest Bancorp made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1204 holding.
  • WFG Advisors first reported a position in PacWest Bancorp in Q3 2013 and has held it in 5 quarters since.
  • WFG Advisors's PacWest Bancorp position peaked at $9K in Q4 2016.
  • 346 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.