JIM
PACW

Jupiter Investment Management’s PacWest Bancorp PACW Stock Holding History

Jupiter 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
2018
Q1 		– Sell
-16,469
Closed -$830K – 452
2017
Q4 		$830K Buy
16,469
+7,541
+84% +$360K 0.01% 264
2017
Q3 		$450K Buy
+8,928
New +$418K ﹤0.01% 277
2016
Q2 		– Sell
-14,268
Closed -$530K – 535
2016
Q1 		$530K Buy
14,268
+13,719
+2,499% +$486K 0.01% 365
2015
Q4 		$23K Sell
549
-3,614
-87% -$163K ﹤0.01% 261
2015
Q3 		$178K Buy
+4,163
New +$187K 0.01% 287

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

Jupiter Investment Management's PACW Position: Q1 2018 in Review

Jupiter Investment Management sold out of PacWest Bancorp (PACW) in Q1 2018, closing a stake of 16,469 shares — an estimated $830K sold.

Jupiter Investment Management first reported a position in PACW in Q3 2015 and held it in 5 quarters. The position peaked at $830K in Q4 2017. 391 funds tracked by Wall St. Rank hold PACW as of Q1 2018.

  • Jupiter Investment Management reported no remaining PacWest Bancorp position as of Q1 2018 after selling out during the quarter.
  • Jupiter Investment Management sold 16,469 PacWest Bancorp shares in Q1 2018, an estimated $830K.
  • Jupiter Investment Management first reported a position in PacWest Bancorp in Q3 2015 and held it in 5 quarters.
  • Jupiter Investment Management's PacWest Bancorp position peaked at $830K in Q4 2017.
  • 391 funds tracked by Wall St. Rank held PacWest Bancorp as of Q1 2018.

Based on Jupiter Investment Management's 13F filing for Q1 2018, filed 14 May 2018.