Convergence Investment Partners’s PacWest Bancorp PACW Stock Holding History

Convergence Investment 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
2019 Q4	–	Sell	-4,538	Closed	-$165K	–	327
2019 Q3	$165K	Sell	4,538 -889	-16%	-$32.1K	0.05%	232
2019 Q2	$211K	Buy	+5,427	New	+$210K	0.05%	240
2017 Q3	–	Sell	-24,071	Closed	-$1.12M	–	409
2017 Q2	$1.12M	Sell	24,071 -10,530	-30%	-$514K	0.16%	232
2017 Q1	$1.84M	Buy	34,601 +16,977	+96%	+$931K	0.26%	142
2016 Q4	$959K	Buy	+17,624	New	+$852K	0.13%	260

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

CCMLC

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Convergence Investment Partners's PACW Position: Q4 2019 in Review

Convergence Investment Partners sold out of PacWest Bancorp (PACW) in Q4 2019, closing a stake of 4,538 shares — an estimated $165K sold.

Convergence Investment Partners first reported a position in PACW in Q4 2016 and held it in 5 quarters. The position peaked at $1.84M in Q1 2017. 405 funds tracked by Wall St. Rank hold PACW as of Q4 2019.

Convergence Investment Partners reported no remaining PacWest Bancorp position as of Q4 2019 after selling out during the quarter.
Convergence Investment Partners sold 4,538 PacWest Bancorp shares in Q4 2019, an estimated $165K.
Convergence Investment Partners first reported a position in PacWest Bancorp in Q4 2016 and held it in 5 quarters.
Convergence Investment Partners's PacWest Bancorp position peaked at $1.84M in Q1 2017.
405 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2019.

Based on Convergence Investment Partners's 13F filing for Q4 2019, filed 22 Jan 2020.