AG
CWBC

Advisor Group’s Community West BanCshares CWBC Stock Holding History

Advisor Group’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
2018
Q3 		– Sell
-250
Closed -$3K – 5432
2018
Q2 		$3K Hold
250
– – ﹤0.01% 4623
2018
Q1 		$3K Hold
250
– – ﹤0.01% 4652
2017
Q4 		$3K Hold
250
– – ﹤0.01% 4651
2017
Q3 		$3K Sell
250
-37,223
-99% -$382K ﹤0.01% 4510
2017
Q2 		$379K Hold
37,473
– – 0.01% 1331
2017
Q1 		$383K Hold
37,473
– – 0.01% 1232
2016
Q4 		$346K Hold
37,473
– – 0.01% 1221
2016
Q3 		$307K Buy
37,473
+10,000
+36% +$79.7K 0.01% 1256
2016
Q2 		$201K Buy
+27,473
New +$200K 0.01% 1464

Other funds holding CWBC

SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Advisor Group's CWBC Position: Q3 2018 in Review

Advisor Group sold out of Community West BanCshares (CWBC) in Q3 2018, closing a stake of 250 shares — an estimated $3K sold.

Advisor Group first reported a position in CWBC in Q2 2016 and held it in 9 quarters. The position peaked at $383K in Q1 2017. 26 funds tracked by Wall St. Rank hold CWBC as of Q3 2018.

  • Advisor Group reported no remaining Community West BanCshares position as of Q3 2018 after selling out during the quarter.
  • Advisor Group sold 250 Community West BanCshares shares in Q3 2018, an estimated $3K.
  • Advisor Group first reported a position in Community West BanCshares in Q2 2016 and held it in 9 quarters.
  • Advisor Group's Community West BanCshares position peaked at $383K in Q1 2017.
  • 26 funds tracked by Wall St. Rank held Community West BanCshares as of Q3 2018.

Based on Advisor Group's 13F filing for Q3 2018, filed 14 Nov 2018.