ECM
PACW

Evergreen Capital Management’s PacWest Bancorp PACW Stock Holding History

Evergreen Capital 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
2020
Q3 		– Sell
-11,272
Closed -$222K – 442
2020
Q2 		$222K Sell
11,272
-369
-3% -$6.84K 0.02% 347
2020
Q1 		$209K Buy
+11,641
New +$365K 0.02% 325

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Evergreen Capital Management's PACW Position: Q3 2020 in Review

Evergreen Capital Management sold out of PacWest Bancorp (PACW) in Q3 2020, closing a stake of 11,272 shares — an estimated $222K sold.

Evergreen Capital Management first reported a position in PACW in Q1 2020 and held it in 2 quarters. The position peaked at $222K in Q2 2020. 293 funds tracked by Wall St. Rank hold PACW as of Q3 2020.

  • Evergreen Capital Management reported no remaining PacWest Bancorp position as of Q3 2020 after selling out during the quarter.
  • Evergreen Capital Management sold 11,272 PacWest Bancorp shares in Q3 2020, an estimated $222K.
  • Evergreen Capital Management first reported a position in PacWest Bancorp in Q1 2020 and held it in 2 quarters.
  • Evergreen Capital Management's PacWest Bancorp position peaked at $222K in Q2 2020.
  • 293 funds tracked by Wall St. Rank held PacWest Bancorp as of Q3 2020.

Based on Evergreen Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.