Karpas Strategies’s PacWest Bancorp PACW Stock Holding History

Karpas Strategies’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
2017 Q4	–	Sell	-8,102	Closed	-$409K	–	129
2017 Q3	$409K	Hold	8,102	–	–	0.18%	84
2017 Q2	$378K	Hold	8,102	–	–	0.17%	84
2017 Q1	$432K	Hold	8,102	–	–	0.2%	81
2016 Q4	$441K	Hold	8,102	–	–	0.21%	79
2016 Q3	$348K	Sell	8,102 -99	-1%	-$4.13K	0.17%	88
2016 Q2	$326K	Sell	8,201 -496	-6%	-$19.4K	0.16%	88
2016 Q1	$323K	Sell	8,697 -851	-9%	-$30.1K	0.17%	87
2015 Q4	$412K	Sell	9,548 -200	-2%	-$9K	0.22%	77
2015 Q3	$417K	Hold	9,748	–	–	0.23%	77
2015 Q2	$456K	Sell	9,748 -127	-1%	-$5.87K	0.23%	77
2015 Q1	$463K	Sell	9,875 -1,078	-10%	-$48.7K	0.22%	79
2014 Q4	$498K	Sell	10,953 -384	-3%	-$16.8K	0.24%	74
2014 Q3	$467K	Sell	11,337 -353	-3%	-$14.8K	0.23%	77
2014 Q2	$505K	Buy	+11,690	New	+$487K	0.25%	74

Other funds holding PACW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Karpas Strategies's PACW Position: Q4 2017 in Review

Karpas Strategies sold out of PacWest Bancorp (PACW) in Q4 2017, closing a stake of 8,102 shares — an estimated $409K sold.

Karpas Strategies first reported a position in PACW in Q2 2014 and held it in 14 quarters. The position peaked at $505K in Q2 2014. 368 funds tracked by Wall St. Rank hold PACW as of Q4 2017.

Karpas Strategies reported no remaining PacWest Bancorp position as of Q4 2017 after selling out during the quarter.
Karpas Strategies sold 8,102 PacWest Bancorp shares in Q4 2017, an estimated $409K.
Karpas Strategies first reported a position in PacWest Bancorp in Q2 2014 and held it in 14 quarters.
Karpas Strategies's PacWest Bancorp position peaked at $505K in Q2 2014.
368 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2017.

Based on Karpas Strategies's 13F filing for Q4 2017, filed 24 Jan 2018.