AA
CWBC

Apriem Advisors’s Community West Bancshares CWBC Stock Holding History

Apriem Advisors’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
2016
Q3 		– Sell
-650
Closed -$9K – 601
2016
Q2 		$9K Buy
+650
New +$8.28K ﹤0.01% 423
2015
Q3 		– Sell
-175
Closed -$2K – 530
2015
Q2 		$2K Buy
+175
New +$1.92K ﹤0.01% 574

Other funds holding CWBC

PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

Apriem Advisors's CWBC Position: Q3 2016 in Review

Apriem Advisors sold out of Community West Bancshares (CWBC) in Q3 2016, closing a stake of 650 shares — an estimated $9K sold.

Apriem Advisors first reported a position in CWBC in Q2 2015 and held it in 2 quarters. The position peaked at $9K in Q2 2016. 67 funds tracked by Wall St. Rank hold CWBC as of Q3 2016.

  • Apriem Advisors reported no remaining Community West Bancshares position as of Q3 2016 after selling out during the quarter.
  • Apriem Advisors sold 650 Community West Bancshares shares in Q3 2016, an estimated $9K.
  • Apriem Advisors first reported a position in Community West Bancshares in Q2 2015 and held it in 2 quarters.
  • Apriem Advisors's Community West Bancshares position peaked at $9K in Q2 2016.
  • 67 funds tracked by Wall St. Rank held Community West Bancshares as of Q3 2016.

Based on Apriem Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.