OI
PACW

Oakbrook Investments’s PacWest Bancorp PACW Stock Holding History

Oakbrook Investments’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
2019
Q1 		– Sell
-6,800
Closed -$226K – 648
2018
Q4 		$226K Sell
6,800
-8,100
-54% -$323K 0.02% 524
2018
Q3 		$710K Buy
14,900
+10,100
+210% +$509K 0.04% 362
2018
Q2 		$237K Sell
4,800
-6,650
-58% -$348K 0.02% 505
2018
Q1 		$567K Buy
11,450
+2,250
+24% +$118K 0.04% 328
2017
Q4 		$464K Buy
9,200
+1,600
+21% +$76.3K 0.03% 368
2017
Q3 		$384K Buy
7,600
+2,500
+49% +$117K 0.02% 394
2017
Q2 		$238K Buy
5,100
+800
+19% +$39K 0.02% 470
2017
Q1 		$229K Buy
+4,300
New +$236K 0.01% 484
2016
Q3 		– Sell
-5,900
Closed -$235K – 600
2016
Q2 		$235K Buy
+5,900
New +$231K 0.01% 505
2016
Q1 		– Sell
-5,600
Closed -$241K – 573
2015
Q4 		$241K Buy
5,600
+600
+12% +$27K 0.02% 486
2015
Q3 		$214K Buy
+5,000
New +$224K 0.01% 495
2015
Q2 		– Sell
-4,600
Closed -$216K – 592
2015
Q1 		$216K Buy
4,600
+200
+5% +$9.03K 0.01% 520
2014
Q4 		$200K Buy
+4,400
New +$193K 0.01% 543
2014
Q3 		– Sell
-5,300
Closed -$229K – 612
2014
Q2 		$229K Buy
+5,300
New +$221K 0.01% 547

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Oakbrook Investments's PACW Position: Q1 2019 in Review

Oakbrook Investments sold out of PacWest Bancorp (PACW) in Q1 2019, closing a stake of 6,800 shares — an estimated $226K sold.

Oakbrook Investments first reported a position in PACW in Q2 2014 and held it in 14 quarters. The position peaked at $710K in Q3 2018. 403 funds tracked by Wall St. Rank hold PACW as of Q1 2019.

  • Oakbrook Investments reported no remaining PacWest Bancorp position as of Q1 2019 after selling out during the quarter.
  • Oakbrook Investments sold 6,800 PacWest Bancorp shares in Q1 2019, an estimated $226K.
  • Oakbrook Investments first reported a position in PacWest Bancorp in Q2 2014 and held it in 14 quarters.
  • Oakbrook Investments's PacWest Bancorp position peaked at $710K in Q3 2018.
  • 403 funds tracked by Wall St. Rank held PacWest Bancorp as of Q1 2019.

Based on Oakbrook Investments's 13F filing for Q1 2019, filed 18 Apr 2019.