DY
PACW

Dowling & Yahnke’s PacWest Bancorp PACW Stock Holding History

Dowling & Yahnke’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
Q1 		– Sell
-8,271
Closed -$417K – 294
2017
Q4 		$417K Sell
8,271
-362
-4% -$17.3K 0.04% 242
2017
Q3 		$436K Buy
8,633
+775
+10% +$36.2K 0.04% 226
2017
Q2 		$367K Buy
7,858
+65
+0.8% +$3.17K 0.04% 231
2017
Q1 		$415K Hold
7,793
– – 0.04% 224
2016
Q4 		$424K Sell
7,793
-3,000
-28% -$145K 0.05% 222
2016
Q3 		$463K Hold
10,793
– – 0.05% 206
2016
Q2 		$429K Buy
+10,793
New +$423K 0.05% 213

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Dowling & Yahnke's PACW Position: Q1 2018 in Review

Dowling & Yahnke sold out of PacWest Bancorp (PACW) in Q1 2018, closing a stake of 8,271 shares — an estimated $417K sold.

Dowling & Yahnke first reported a position in PACW in Q2 2016 and held it in 7 quarters. The position peaked at $463K in Q3 2016. 391 funds tracked by Wall St. Rank hold PACW as of Q1 2018.

  • Dowling & Yahnke reported no remaining PacWest Bancorp position as of Q1 2018 after selling out during the quarter.
  • Dowling & Yahnke sold 8,271 PacWest Bancorp shares in Q1 2018, an estimated $417K.
  • Dowling & Yahnke first reported a position in PacWest Bancorp in Q2 2016 and held it in 7 quarters.
  • Dowling & Yahnke's PacWest Bancorp position peaked at $463K in Q3 2016.
  • 391 funds tracked by Wall St. Rank held PacWest Bancorp as of Q1 2018.

Based on Dowling & Yahnke's 13F filing for Q1 2018, filed 1 May 2018.