LVM Capital Management’s PacWest Bancorp PACW Stock Holding History

LVM 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 Q1	–	Sell	-5,350	Closed	-$205K	–	119
2019 Q4	$205K	Sell	5,350 -23,365	-81%	-$879K	0.04%	111
2019 Q3	$1.04M	Sell	28,715 -13,575	-32%	-$490K	0.22%	49
2019 Q2	$1.64M	Sell	42,290 -16,070	-28%	-$622K	0.37%	43
2019 Q1	$2.19M	Sell	58,360 -24,720	-30%	-$958K	0.5%	43
2018 Q4	$2.77M	Sell	83,080 -42,840	-34%	-$1.71M	0.72%	36
2018 Q3	$6M	Buy	125,920 +2,125	+2%	+$107K	1.37%	24
2018 Q2	$6.12M	Buy	+123,795	New	+$6.47M	1.47%	25

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

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

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

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

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 New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LVM Capital Management's PACW Position: Q1 2020 in Review

LVM Capital Management sold out of PacWest Bancorp (PACW) in Q1 2020, closing a stake of 5,350 shares — an estimated $205K sold.

LVM Capital Management first reported a position in PACW in Q2 2018 and held it in 7 quarters. The position peaked at $6.12M in Q2 2018. 319 funds tracked by Wall St. Rank hold PACW as of Q1 2020.

LVM Capital Management reported no remaining PacWest Bancorp position as of Q1 2020 after selling out during the quarter.
LVM Capital Management sold 5,350 PacWest Bancorp shares in Q1 2020, an estimated $205K.
LVM Capital Management first reported a position in PacWest Bancorp in Q2 2018 and held it in 7 quarters.
LVM Capital Management's PacWest Bancorp position peaked at $6.12M in Q2 2018.
319 funds tracked by Wall St. Rank held PacWest Bancorp as of Q1 2020.

Based on LVM Capital Management's 13F filing for Q1 2020, filed 16 Apr 2020.