BPM
CWBC

Bowling Portfolio Management’s Community West Bancshares CWBC Stock Holding History

Bowling Portfolio 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
Q1 		– Sell
-34,617
Closed -$691K – 330
2016
Q4 		$691K Buy
+34,617
New +$577K 0.1% 168

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
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bowling Portfolio Management's CWBC Position: Q1 2017 in Review

Bowling Portfolio Management sold out of Community West Bancshares (CWBC) in Q1 2017, closing a stake of 34,617 shares — an estimated $691K sold.

Bowling Portfolio Management first reported a position in CWBC in Q4 2016 and held it in 1 quarter. The position peaked at $691K in Q4 2016. 72 funds tracked by Wall St. Rank hold CWBC as of Q1 2017.

  • Bowling Portfolio Management reported no remaining Community West Bancshares position as of Q1 2017 after selling out during the quarter.
  • Bowling Portfolio Management sold 34,617 Community West Bancshares shares in Q1 2017, an estimated $691K.
  • Bowling Portfolio Management first reported a position in Community West Bancshares in Q4 2016 and held it in 1 quarter.
  • Bowling Portfolio Management's Community West Bancshares position peaked at $691K in Q4 2016.
  • 72 funds tracked by Wall St. Rank held Community West Bancshares as of Q1 2017.

Based on Bowling Portfolio Management's 13F filing for Q1 2017, filed 1 May 2017.