Bailard’s Community West Bancshares CWBC Stock Holding History

Bailard’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 Q1	–	Sell	-13,600	Closed	-$274K	–	482
2017 Q4	$274K	Buy	+13,600	New	+$278K	0.02%	385

Other funds holding CWBC

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

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

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

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

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

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

Bailard's CWBC Position: Q1 2018 in Review

Bailard sold out of Community West Bancshares (CWBC) in Q1 2018, closing a stake of 13,600 shares — an estimated $274K sold.

Bailard first reported a position in CWBC in Q4 2017 and held it in 1 quarter. The position peaked at $274K in Q4 2017. 82 funds tracked by Wall St. Rank hold CWBC as of Q1 2018.

Bailard reported no remaining Community West Bancshares position as of Q1 2018 after selling out during the quarter.
Bailard sold 13,600 Community West Bancshares shares in Q1 2018, an estimated $274K.
Bailard first reported a position in Community West Bancshares in Q4 2017 and held it in 1 quarter.
Bailard's Community West Bancshares position peaked at $274K in Q4 2017.
82 funds tracked by Wall St. Rank held Community West Bancshares as of Q1 2018.

Based on Bailard's 13F filing for Q1 2018, filed 7 May 2018.