Bank of Montreal
CWBC

Bank of Montreal’s Community West Bancshares CWBC Stock Holding History

Bank of Montreal’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
2021
Q2 		– Sell
-1,570
Closed -$30K – 3957
2021
Q1 		$30K Sell
1,570
-1,076
-41% -$18.8K ﹤0.01% 3903
2020
Q4 		$43K Buy
2,646
+1,102
+71% +$15.8K ﹤0.01% 4029
2020
Q3 		$20K Sell
1,544
-330
-18% -$4.29K ﹤0.01% 3836
2020
Q2 		$25K Buy
+1,874
New +$25.9K ﹤0.01% 3747
2020
Q1 		– Sell
-1,380
Closed -$30K – 4213
2019
Q4 		$30K Buy
1,380
+374
+37% +$7.81K ﹤0.01% 4079
2019
Q3 		$20K Buy
1,006
+20
+2% +$409 ﹤0.01% 4086
2019
Q2 		$21K Buy
+986
New +$19.7K ﹤0.01% 4146
2019
Q1 		– Sell
-5,498
Closed -$103K – 4398
2018
Q4 		$103K Buy
5,498
+82
+2% +$1.63K ﹤0.01% 2937
2018
Q3 		$118K Sell
5,416
-1,366
-20% -$29.4K ﹤0.01% 3030
2018
Q2 		$144K Buy
6,782
+82
+1% +$1.72K ﹤0.01% 2931
2018
Q1 		$132K Hold
6,700
– – ﹤0.01% 2839
2017
Q4 		$136K Hold
6,700
– – ﹤0.01% 2862
2017
Q3 		$150K Sell
6,700
-1,388
-17% -$28.9K ﹤0.01% 2784
2017
Q2 		$180K Hold
8,088
– – ﹤0.01% 2705
2017
Q1 		$166K Hold
8,088
– – ﹤0.01% 2573
2016
Q4 		$134K Buy
8,088
+1,608
+25% +$26.8K ﹤0.01% 2697
2016
Q3 		$102K Buy
+6,480
New +$98K ﹤0.01% 2763

Other funds holding CWBC

PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Bank of Montreal's CWBC Position: Q2 2021 in Review

Bank of Montreal sold out of Community West Bancshares (CWBC) in Q2 2021, closing a stake of 1,570 shares — an estimated $30K sold.

Bank of Montreal first reported a position in CWBC in Q3 2016 and held it in 17 quarters. The position peaked at $180K in Q2 2017. 72 funds tracked by Wall St. Rank hold CWBC as of Q2 2021.

  • Bank of Montreal reported no remaining Community West Bancshares position as of Q2 2021 after selling out during the quarter.
  • Bank of Montreal sold 1,570 Community West Bancshares shares in Q2 2021, an estimated $30K.
  • Bank of Montreal first reported a position in Community West Bancshares in Q3 2016 and held it in 17 quarters.
  • Bank of Montreal's Community West Bancshares position peaked at $180K in Q2 2017.
  • 72 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2021.

Based on Bank of Montreal's 13F filing for Q2 2021, filed 12 Aug 2021.