CTA
PACW

Chesley Taft & Associates’s PacWest Bancorp PACW Stock Holding History

Chesley Taft & Associates’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
2018
Q4 		– Sell
-17,100
Closed -$815K – 283
2018
Q3 		$815K Sell
17,100
-75
-0.4% -$3.78K 0.06% 185
2018
Q2 		$849K Hold
17,175
– – 0.07% 176
2018
Q1 		$851K Sell
17,175
-75
-0.4% -$3.92K 0.08% 176
2017
Q4 		$869K Sell
17,250
-300
-2% -$14.3K 0.07% 182
2017
Q3 		$886K Sell
17,550
-100
-0.6% -$4.68K 0.08% 179
2017
Q2 		$824K Sell
17,650
-175
-1% -$8.54K 0.07% 186
2017
Q1 		$949K Buy
17,825
+100
+0.6% +$5.48K 0.09% 176
2016
Q4 		$965K Buy
17,725
+425
+2% +$20.5K 0.1% 172
2016
Q3 		$742K Buy
17,300
+800
+5% +$33.4K 0.07% 171
2016
Q2 		$656K Sell
16,500
-350
-2% -$13.7K 0.07% 182
2016
Q1 		$626K Sell
16,850
-450
-3% -$15.9K 0.07% 178
2015
Q4 		$746K Sell
17,300
-575
-3% -$25.9K 0.08% 167
2015
Q3 		$765K Hold
17,875
– – 0.08% 147
2015
Q2 		$836K Buy
+17,875
New +$827K 0.09% 152

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Chesley Taft & Associates's PACW Position: Q4 2018 in Review

Chesley Taft & Associates sold out of PacWest Bancorp (PACW) in Q4 2018, closing a stake of 17,100 shares — an estimated $815K sold.

Chesley Taft & Associates first reported a position in PACW in Q2 2015 and held it in 14 quarters. The position peaked at $965K in Q4 2016. 384 funds tracked by Wall St. Rank hold PACW as of Q4 2018.

  • Chesley Taft & Associates reported no remaining PacWest Bancorp position as of Q4 2018 after selling out during the quarter.
  • Chesley Taft & Associates sold 17,100 PacWest Bancorp shares in Q4 2018, an estimated $815K.
  • Chesley Taft & Associates first reported a position in PacWest Bancorp in Q2 2015 and held it in 14 quarters.
  • Chesley Taft & Associates's PacWest Bancorp position peaked at $965K in Q4 2016.
  • 384 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2018.

Based on Chesley Taft & Associates's 13F filing for Q4 2018, filed 7 Jan 2019.