Shelton Capital Management’s PacWest Bancorp PACW Stock Holding History

Shelton 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
2022 Q2	–	Sell	-6,472	Closed	-$279K	–	818
2022 Q1	$279K	Hold	6,472	–	–	0.01%	598
2021 Q4	$292K	Hold	6,472	–	–	0.01%	577
2021 Q3	$293K	Hold	6,472	–	–	0.01%	564
2021 Q2	$266K	Hold	6,472	–	–	0.01%	642
2021 Q1	$247K	Buy	+6,472	New	+$227K	0.01%	646
2020 Q3	–	Sell	-56,982	Closed	-$1.12M	–	804
2020 Q2	$1.12M	Sell	56,982 -425	-0.7%	-$7.87K	0.06%	237
2020 Q1	$1.03M	Buy	57,407 +50,000	+675%	+$1.57M	0.07%	219
2019 Q4	$283K	Sell	7,407 -789	-10%	-$29.7K	0.02%	560
2019 Q3	$298K	Hold	8,196	–	–	0.02%	537
2019 Q2	$318K	Buy	8,196 +7,847	+2,248%	+$304K	0.02%	497
2019 Q1	$9.28K	Sell	349 -8,926	-96%	-$346K	0.04%	426
2018 Q4	$309K	Hold	9,275	–	–	0.02%	465
2018 Q3	$442K	Hold	9,275	–	–	0.03%	404
2018 Q2	$458K	Hold	9,275	–	–	0.03%	381
2018 Q1	$459K	Hold	9,275	–	–	0.03%	382
2017 Q4	$467K	Hold	9,275	–	–	0.03%	401
2017 Q3	$468K	Hold	9,275	–	–	0.03%	384
2017 Q2	$433K	Hold	9,275	–	–	0.03%	406
2017 Q1	$494K	Hold	9,275	–	–	0.03%	368
2016 Q4	$505K	Hold	9,275	–	–	0.04%	358
2016 Q3	$398K	Hold	9,275	–	–	0.03%	462
2016 Q2	$369K	Hold	9,275	–	–	0.03%	475
2016 Q1	$345K	Hold	9,275	–	–	0.03%	494
2015 Q4	$400K	Hold	9,275	–	–	0.04%	428
2015 Q3	$397K	Hold	9,275	–	–	0.04%	415
2015 Q2	$434K	Hold	9,275	–	–	0.04%	418
2015 Q1	$435K	Sell	9,275 -706	-7%	-$31.9K	0.05%	435
2014 Q4	$454K	Sell	9,981 -265	-3%	-$11.6K	0.05%	403
2014 Q3	$422K	Hold	10,246	–	–	0.06%	400
2014 Q2	$442K	Buy	+10,246	New	+$427K	0.06%	398

Other funds holding PACW

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

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

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

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Shelton Capital Management's PACW Position: Q2 2022 in Review

Shelton Capital Management sold out of PacWest Bancorp (PACW) in Q2 2022, closing a stake of 6,472 shares — an estimated $279K sold.

Shelton Capital Management first reported a position in PACW in Q2 2014 and held it in 30 quarters. The position peaked at $1.12M in Q2 2020. 331 funds tracked by Wall St. Rank hold PACW as of Q2 2022.

Shelton Capital Management reported no remaining PacWest Bancorp position as of Q2 2022 after selling out during the quarter.
Shelton Capital Management sold 6,472 PacWest Bancorp shares in Q2 2022, an estimated $279K.
Shelton Capital Management first reported a position in PacWest Bancorp in Q2 2014 and held it in 30 quarters.
Shelton Capital Management's PacWest Bancorp position peaked at $1.12M in Q2 2020.
331 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2022.

Based on Shelton Capital Management's 13F filing for Q2 2022, filed 11 Aug 2022.