FMT
PACW

First Mercantile Trust’s PacWest Bancorp PACW Stock Holding History

First Mercantile Trust’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
-410
Closed -$7K – 984
2020
Q1 		$7K Buy
410
+77
+23% +$2.41K ﹤0.01% 833
2019
Q4 		$13K Buy
+333
New +$12.5K ﹤0.01% 854
2018
Q2 		– Sell
-2,651
Closed -$131K – 956
2018
Q1 		$131K Buy
2,651
+1,285
+94% +$67.1K 0.03% 621
2017
Q4 		$69K Sell
1,366
-2,011
-60% -$95.9K 0.01% 759
2017
Q3 		$171K Sell
3,377
-2,872
-46% -$134K 0.03% 603
2017
Q2 		$292K Sell
6,249
-2,162
-26% -$105K 0.05% 455
2017
Q1 		$448K Sell
8,411
-346
-4% -$19K 0.07% 379
2016
Q4 		$477K Sell
8,757
-1,532
-15% -$74.1K 0.07% 362
2016
Q3 		$442K Sell
10,289
-757
-7% -$31.6K 0.06% 396
2016
Q2 		$439K Sell
11,046
-2,693
-20% -$106K 0.05% 420
2016
Q1 		$510K Sell
13,739
-3,504
-20% -$124K 0.06% 373
2015
Q4 		$743K Hold
17,243
– – 0.08% 316
2015
Q3 		$738K Buy
17,243
+1,036
+6% +$46.4K 0.07% 333
2015
Q2 		$758K Hold
16,207
– – 0.06% 377
2015
Q1 		$760K Sell
16,207
-829
-5% -$37.4K 0.06% 386
2014
Q4 		$774K Sell
17,036
-1,542
-8% -$67.6K 0.06% 391
2014
Q3 		$766K Sell
18,578
-434
-2% -$18.2K 0.06% 413
2014
Q2 		$821K Buy
+19,012
New +$792K 0.07% 405

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

First Mercantile Trust's PACW Position: Q2 2020 in Review

First Mercantile Trust sold out of PacWest Bancorp (PACW) in Q2 2020, closing a stake of 410 shares — an estimated $7K sold.

First Mercantile Trust first reported a position in PACW in Q2 2014 and held it in 18 quarters. The position peaked at $821K in Q2 2014. 286 funds tracked by Wall St. Rank hold PACW as of Q2 2020.

  • First Mercantile Trust reported no remaining PacWest Bancorp position as of Q2 2020 after selling out during the quarter.
  • First Mercantile Trust sold 410 PacWest Bancorp shares in Q2 2020, an estimated $7K.
  • First Mercantile Trust first reported a position in PacWest Bancorp in Q2 2014 and held it in 18 quarters.
  • First Mercantile Trust's PacWest Bancorp position peaked at $821K in Q2 2014.
  • 286 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2020.

Based on First Mercantile Trust's 13F filing for Q2 2020, filed 10 Aug 2020.