Cerity Partners
PACW

Cerity Partners’s PacWest Bancorp PACW Stock Holding History

Cerity Partners’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
-6,487
Closed -$248K – 535
2019
Q4 		$248K Buy
+6,487
New +$244K 0.01% 460
2019
Q2 		– Sell
-5,345
Closed -$201K – 595
2019
Q1 		$201K Buy
+5,345
New +$207K 0.01% 505
2018
Q4 		– Sell
-5,154
Closed -$246K – 569
2018
Q3 		$246K Sell
5,154
-679
-12% -$34.2K 0.02% 468
2018
Q2 		$288K Buy
5,833
+1,074
+23% +$56.1K 0.02% 431
2018
Q1 		$236K Sell
4,759
-3
-0.1% -$157 0.02% 477
2017
Q4 		$240K Buy
+4,762
New +$227K 0.02% 494

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Cerity Partners's PACW Position: Q1 2020 in Review

Cerity Partners sold out of PacWest Bancorp (PACW) in Q1 2020, closing a stake of 6,487 shares — an estimated $248K sold.

Cerity Partners first reported a position in PACW in Q4 2017 and held it in 6 quarters. The position peaked at $288K in Q2 2018. 319 funds tracked by Wall St. Rank hold PACW as of Q1 2020.

  • Cerity Partners reported no remaining PacWest Bancorp position as of Q1 2020 after selling out during the quarter.
  • Cerity Partners sold 6,487 PacWest Bancorp shares in Q1 2020, an estimated $248K.
  • Cerity Partners first reported a position in PacWest Bancorp in Q4 2017 and held it in 6 quarters.
  • Cerity Partners's PacWest Bancorp position peaked at $288K in Q2 2018.
  • 319 funds tracked by Wall St. Rank held PacWest Bancorp as of Q1 2020.

Based on Cerity Partners's 13F filing for Q1 2020, filed 14 May 2020.