AIM
CWBC

Acrospire Investment Management’s Community West Bancshares CWBC Stock Holding History

Acrospire Investment Management’s Portfolio CWBC Stock Details CWBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-227
Closed -$5K – 369
2017
Q2 		$5K Sell
227
-4,297
-95% -$91.5K ﹤0.01% 1955
2017
Q1 		$93K Sell
4,524
-3,863
-46% -$78.3K 0.08% 361
2016
Q4 		$167K Buy
+8,387
New +$140K 0.07% 502
2016
Q3 		– Sell
-11,893
Closed -$167K – 1999
2016
Q2 		$167K Buy
+11,893
New +$152K 0.12% 155

Other funds holding CWBC

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Acrospire Investment Management's CWBC Position: Q3 2017 in Review

Acrospire Investment Management sold out of Community West Bancshares (CWBC) in Q3 2017, closing a stake of 227 shares — an estimated $5K sold.

Acrospire Investment Management first reported a position in CWBC in Q2 2016 and held it in 4 quarters. The position peaked at $167K in Q4 2016. 72 funds tracked by Wall St. Rank hold CWBC as of Q3 2017.

  • Acrospire Investment Management reported no remaining Community West Bancshares position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 227 Community West Bancshares shares in Q3 2017, an estimated $5K.
  • Acrospire Investment Management first reported a position in Community West Bancshares in Q2 2016 and held it in 4 quarters.
  • Acrospire Investment Management's Community West Bancshares position peaked at $167K in Q4 2016.
  • 72 funds tracked by Wall St. Rank held Community West Bancshares as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.