NGA
PACW

Naples Global Advisors’s PacWest Bancorp PACW Stock Holding History

Naples Global Advisors’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
-6,100
Closed -$233K – 341
2019
Q4 		$233K Hold
6,100
– – 0.05% 298
2019
Q3 		$222K Buy
6,100
+150
+3% +$5.42K 0.05% 294
2019
Q2 		$231K Buy
+5,950
New +$230K 0.06% 286

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Naples Global Advisors's PACW Position: Q1 2020 in Review

Naples Global Advisors sold out of PacWest Bancorp (PACW) in Q1 2020, closing a stake of 6,100 shares — an estimated $233K sold.

Naples Global Advisors first reported a position in PACW in Q2 2019 and held it in 3 quarters. The position peaked at $233K in Q4 2019. 319 funds tracked by Wall St. Rank hold PACW as of Q1 2020.

  • Naples Global Advisors reported no remaining PacWest Bancorp position as of Q1 2020 after selling out during the quarter.
  • Naples Global Advisors sold 6,100 PacWest Bancorp shares in Q1 2020, an estimated $233K.
  • Naples Global Advisors first reported a position in PacWest Bancorp in Q2 2019 and held it in 3 quarters.
  • Naples Global Advisors's PacWest Bancorp position peaked at $233K in Q4 2019.
  • 319 funds tracked by Wall St. Rank held PacWest Bancorp as of Q1 2020.

Based on Naples Global Advisors's 13F filing for Q1 2020, filed 27 Apr 2020.