CIA
PACW

CSat Investment Advisory’s PacWest Bancorp PACW Stock Holding History

CSat Investment Advisory’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
Q2 		– Sell
-397
Closed -$7K – 1183
2020
Q1 		$7K Buy
397
+68
+21% +$2.13K ﹤0.01% 987
2019
Q4 		$13K Buy
329
+40
+14% +$1.5K ﹤0.01% 924
2019
Q3 		$11K Buy
289
+58
+25% +$2.1K ﹤0.01% 906
2019
Q2 		$9K Buy
+231
New +$8.94K ﹤0.01% 927

Other funds holding PACW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CSat Investment Advisory's PACW Position: Q2 2020 in Review

CSat Investment Advisory sold out of PacWest Bancorp (PACW) in Q2 2020, closing a stake of 397 shares — an estimated $7K sold.

CSat Investment Advisory first reported a position in PACW in Q2 2019 and held it in 4 quarters. The position peaked at $13K in Q4 2019. 286 funds tracked by Wall St. Rank hold PACW as of Q2 2020.

  • CSat Investment Advisory reported no remaining PacWest Bancorp position as of Q2 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 397 PacWest Bancorp shares in Q2 2020, an estimated $7K.
  • CSat Investment Advisory first reported a position in PacWest Bancorp in Q2 2019 and held it in 4 quarters.
  • CSat Investment Advisory's PacWest Bancorp position peaked at $13K in Q4 2019.
  • 286 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2020.

Based on CSat Investment Advisory's 13F filing for Q2 2020, filed 7 Aug 2020.