CWM
PACW

Calamos Wealth Management’s PacWest Bancorp PACW Stock Holding History

Calamos 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
2015
Q1 		– Sell
-21,818
Closed -$992K – 266
2014
Q4 		$992K Sell
21,818
-7,926
-27% -$348K 0.28% 129
2014
Q3 		$1.23M Buy
+29,744
New +$1.25M 0.35% 106

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Calamos Wealth Management's PACW Position: Q1 2015 in Review

Calamos Wealth Management sold out of PacWest Bancorp (PACW) in Q1 2015, closing a stake of 21,818 shares — an estimated $992K sold.

Calamos Wealth Management first reported a position in PACW in Q3 2014 and held it in 2 quarters. The position peaked at $1.23M in Q3 2014. 254 funds tracked by Wall St. Rank hold PACW as of Q1 2015.

  • Calamos Wealth Management reported no remaining PacWest Bancorp position as of Q1 2015 after selling out during the quarter.
  • Calamos Wealth Management sold 21,818 PacWest Bancorp shares in Q1 2015, an estimated $992K.
  • Calamos Wealth Management first reported a position in PacWest Bancorp in Q3 2014 and held it in 2 quarters.
  • Calamos Wealth Management's PacWest Bancorp position peaked at $1.23M in Q3 2014.
  • 254 funds tracked by Wall St. Rank held PacWest Bancorp as of Q1 2015.

Based on Calamos Wealth Management's 13F filing for Q1 2015, filed 12 May 2015.