FC
PACW

Ferris Capital’s PacWest Bancorp PACW Stock Holding History

Ferris Capital’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
Q1 		– Sell
-6,217
Closed -$238K – 168
2019
Q4 		$238K Hold
6,217
– – 0.08% 146
2019
Q3 		$226K Hold
6,217
– – 0.08% 152
2019
Q2 		$241K Hold
6,217
– – 0.09% 153
2019
Q1 		$234K Hold
6,217
– – 0.09% 150
2018
Q4 		$207K Hold
6,217
– – 0.09% 146
2018
Q3 		$296K Hold
6,217
– – 0.12% 122
2018
Q2 		$307K Hold
6,217
– – 0.13% 116
2018
Q1 		$308K Buy
+6,217
New +$325K 0.12% 136
2017
Q3 		– Sell
-1,617
Closed -$76K – 598
2017
Q2 		$76K Buy
+1,617
New +$78.9K 0.04% 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
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
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Ferris Capital's PACW Position: Q1 2020 in Review

Ferris Capital sold out of PacWest Bancorp (PACW) in Q1 2020, closing a stake of 6,217 shares — an estimated $238K sold.

Ferris Capital first reported a position in PACW in Q2 2017 and held it in 9 quarters. The position peaked at $308K in Q1 2018. 319 funds tracked by Wall St. Rank hold PACW as of Q1 2020.

  • Ferris Capital reported no remaining PacWest Bancorp position as of Q1 2020 after selling out during the quarter.
  • Ferris Capital sold 6,217 PacWest Bancorp shares in Q1 2020, an estimated $238K.
  • Ferris Capital first reported a position in PacWest Bancorp in Q2 2017 and held it in 9 quarters.
  • Ferris Capital's PacWest Bancorp position peaked at $308K in Q1 2018.
  • 319 funds tracked by Wall St. Rank held PacWest Bancorp as of Q1 2020.

Based on Ferris Capital's 13F filing for Q1 2020, filed 13 May 2020.