Canada Life
CWBC

Canada Life’s Community West Bancshares CWBC Stock Holding History

Canada Life’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
2020
Q3 		– Sell
-102
Closed -$2K – 2599
2020
Q2 		$2K Sell
102
-7
-6% -$97 ﹤0.01% 2646
2020
Q1 		$1K Sell
109
-1
-0.9% -$18 ﹤0.01% 2691
2019
Q4 		$2K Buy
+110
New +$2.3K ﹤0.01% 2679
2019
Q3 		– Sell
-49
Closed -$1K – 1405
2019
Q2 		$1K Buy
49
+5
+11% +$100 ﹤0.01% 2728
2019
Q1 		$1K Hold
44
– – ﹤0.01% 2497
2018
Q4 		$1K Sell
44
-5
-10% -$99 ﹤0.01% 2695
2018
Q3 		$1K Hold
49
– – ﹤0.01% 2657
2018
Q2 		$1K Hold
49
– – ﹤0.01% 2671
2018
Q1 		$1K Buy
+49
New +$977 ﹤0.01% 2659

Other funds holding CWBC

PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Canada Life's CWBC Position: Q3 2020 in Review

Canada Life sold out of Community West Bancshares (CWBC) in Q3 2020, closing a stake of 102 shares — an estimated $2K sold.

Canada Life first reported a position in CWBC in Q1 2018 and held it in 9 quarters. The position peaked at $2K in Q2 2020. 75 funds tracked by Wall St. Rank hold CWBC as of Q3 2020.

  • Canada Life reported no remaining Community West Bancshares position as of Q3 2020 after selling out during the quarter.
  • Canada Life sold 102 Community West Bancshares shares in Q3 2020, an estimated $2K.
  • Canada Life first reported a position in Community West Bancshares in Q1 2018 and held it in 9 quarters.
  • Canada Life's Community West Bancshares position peaked at $2K in Q2 2020.
  • 75 funds tracked by Wall St. Rank held Community West Bancshares as of Q3 2020.

Based on Canada Life's 13F filing for Q3 2020, filed 13 Nov 2020.