Bartlett & Co Wealth Management’s PacWest Bancorp PACW Stock Holding History

Bartlett & Co Wealth 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
2020 Q1	–	Sell	-1,330	Closed	-$50.9K	–	907
2019 Q4	$50.9K	Hold	1,330	–	–	﹤0.01%	527
2019 Q3	$48.3K	Hold	1,330	–	–	﹤0.01%	538
2019 Q2	$51.6K	Hold	1,330	–	–	﹤0.01%	428
2019 Q1	$50K	Hold	1,330	–	–	﹤0.01%	417
2018 Q4	$44.3K	Hold	1,330	–	–	﹤0.01%	427
2018 Q3	$63.4K	Hold	1,330	–	–	﹤0.01%	405
2018 Q2	$65.7K	Hold	1,330	–	–	﹤0.01%	391
2018 Q1	$65.9K	Buy	+1,330	New	+$69.5K	﹤0.01%	395

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCMLC

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bartlett & Co Wealth Management's PACW Position: Q1 2020 in Review

Bartlett & Co Wealth Management sold out of PacWest Bancorp (PACW) in Q1 2020, closing a stake of 1,330 shares — an estimated $50.9K sold.

Bartlett & Co Wealth Management first reported a position in PACW in Q1 2018 and held it in 8 quarters. The position peaked at $65.9K in Q1 2018. 319 funds tracked by Wall St. Rank hold PACW as of Q1 2020.

Bartlett & Co Wealth Management reported no remaining PacWest Bancorp position as of Q1 2020 after selling out during the quarter.
Bartlett & Co Wealth Management sold 1,330 PacWest Bancorp shares in Q1 2020, an estimated $50.9K.
Bartlett & Co Wealth Management first reported a position in PacWest Bancorp in Q1 2018 and held it in 8 quarters.
Bartlett & Co Wealth Management's PacWest Bancorp position peaked at $65.9K in Q1 2018.
319 funds tracked by Wall St. Rank held PacWest Bancorp as of Q1 2020.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2020, filed 13 Feb 2024.