Capstone Investment Advisors
PACW

Capstone Investment Advisors’s PacWest Bancorp PACW Stock Holding History

Capstone Investment 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
Q4 		– Sell
-12,700
Closed -$641K – 693
2017
Q3 		$641K Sell
12,700
-69,000
-84% -$3.23M 0.02% 280
2017
Q2 		$3.81M Buy
+81,700
New +$3.98M 0.1% 169

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Capstone Investment Advisors's PACW Position: Q4 2017 in Review

Capstone Investment Advisors sold out of PacWest Bancorp (PACW) in Q4 2017, closing a stake of 12,700 shares — an estimated $641K sold.

Capstone Investment Advisors first reported a position in PACW in Q2 2017 and held it in 2 quarters. The position peaked at $3.81M in Q2 2017. 368 funds tracked by Wall St. Rank hold PACW as of Q4 2017.

  • Capstone Investment Advisors reported no remaining PacWest Bancorp position as of Q4 2017 after selling out during the quarter.
  • Capstone Investment Advisors sold 12,700 PacWest Bancorp shares in Q4 2017, an estimated $641K.
  • Capstone Investment Advisors first reported a position in PacWest Bancorp in Q2 2017 and held it in 2 quarters.
  • Capstone Investment Advisors's PacWest Bancorp position peaked at $3.81M in Q2 2017.
  • 368 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2017.

Based on Capstone Investment Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.