WCA
PACW

Waratah Capital Advisors’s PacWest Bancorp PACW Stock Holding History

Waratah Capital 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
2018
Q1 		– Sell
-5,085
Closed -$256K – 156
2017
Q4 		$256K Buy
+5,085
New +$243K 0.03% 101
2017
Q1 		– Sell
-10,430
Closed -$568K – 212
2016
Q4 		$568K Buy
+10,430
New +$504K 0.08% 108

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
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 $187B AUM 18.48% 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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Waratah Capital Advisors's PACW Position: Q1 2018 in Review

Waratah Capital Advisors sold out of PacWest Bancorp (PACW) in Q1 2018, closing a stake of 5,085 shares — an estimated $256K sold.

Waratah Capital Advisors first reported a position in PACW in Q4 2016 and held it in 2 quarters. The position peaked at $568K in Q4 2016. 391 funds tracked by Wall St. Rank hold PACW as of Q1 2018.

  • Waratah Capital Advisors reported no remaining PacWest Bancorp position as of Q1 2018 after selling out during the quarter.
  • Waratah Capital Advisors sold 5,085 PacWest Bancorp shares in Q1 2018, an estimated $256K.
  • Waratah Capital Advisors first reported a position in PacWest Bancorp in Q4 2016 and held it in 2 quarters.
  • Waratah Capital Advisors's PacWest Bancorp position peaked at $568K in Q4 2016.
  • 391 funds tracked by Wall St. Rank held PacWest Bancorp as of Q1 2018.

Based on Waratah Capital Advisors's 13F filing for Q1 2018, filed 8 May 2018.