MIP
PACW

Marietta Investment Partners’s PacWest Bancorp PACW Stock Holding History

Marietta Investment Partners’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
-4,400
Closed -$222K – 145
2017
Q3 		$222K Sell
4,400
-340
-7% -$15.9K 0.07% 126
2017
Q2 		$221K Sell
4,740
-80
-2% -$3.9K 0.07% 127
2017
Q1 		$257K Buy
+4,820
New +$264K 0.09% 123

Other funds holding PACW

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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 $204B AUM 27.99% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Marietta Investment Partners's PACW Position: Q4 2017 in Review

Marietta Investment Partners sold out of PacWest Bancorp (PACW) in Q4 2017, closing a stake of 4,400 shares — an estimated $222K sold.

Marietta Investment Partners first reported a position in PACW in Q1 2017 and held it in 3 quarters. The position peaked at $257K in Q1 2017. 368 funds tracked by Wall St. Rank hold PACW as of Q4 2017.

  • Marietta Investment Partners reported no remaining PacWest Bancorp position as of Q4 2017 after selling out during the quarter.
  • Marietta Investment Partners sold 4,400 PacWest Bancorp shares in Q4 2017, an estimated $222K.
  • Marietta Investment Partners first reported a position in PacWest Bancorp in Q1 2017 and held it in 3 quarters.
  • Marietta Investment Partners's PacWest Bancorp position peaked at $257K in Q1 2017.
  • 368 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2017.

Based on Marietta Investment Partners's 13F filing for Q4 2017, filed 13 Feb 2018.