DIM
PACW

Delta Investment Management’s PacWest Bancorp PACW Stock Holding History

Delta Investment Management’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
-8,243
Closed -$299K – 219
2019
Q3 		$299K Buy
8,243
+1,380
+20% +$49.9K 0.16% 77
2019
Q2 		$266K Buy
+6,863
New +$265K 0.15% 67

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

Delta Investment Management's PACW Position: Q4 2019 in Review

Delta Investment Management sold out of PacWest Bancorp (PACW) in Q4 2019, closing a stake of 8,243 shares — an estimated $299K sold.

Delta Investment Management first reported a position in PACW in Q2 2019 and held it in 2 quarters. The position peaked at $299K in Q3 2019. 405 funds tracked by Wall St. Rank hold PACW as of Q4 2019.

  • Delta Investment Management reported no remaining PacWest Bancorp position as of Q4 2019 after selling out during the quarter.
  • Delta Investment Management sold 8,243 PacWest Bancorp shares in Q4 2019, an estimated $299K.
  • Delta Investment Management first reported a position in PacWest Bancorp in Q2 2019 and held it in 2 quarters.
  • Delta Investment Management's PacWest Bancorp position peaked at $299K in Q3 2019.
  • 405 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2019.

Based on Delta Investment Management's 13F filing for Q4 2019, filed 12 Feb 2020.