CBB
CWBC

Citizens Business Bank’s Community West Bancshares CWBC Stock Holding History

Citizens Business Bank’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
Q4 		– Sell
-26,700
Closed -$595K – 285
2017
Q3 		$595K Buy
+26,700
New +$556K 0.1% 195

Other funds holding CWBC

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Wellington Management Group
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
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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Citizens Business Bank's CWBC Position: Q4 2017 in Review

Citizens Business Bank sold out of Community West Bancshares (CWBC) in Q4 2017, closing a stake of 26,700 shares — an estimated $595K sold.

Citizens Business Bank first reported a position in CWBC in Q3 2017 and held it in 1 quarter. The position peaked at $595K in Q3 2017. 83 funds tracked by Wall St. Rank hold CWBC as of Q4 2017.

  • Citizens Business Bank reported no remaining Community West Bancshares position as of Q4 2017 after selling out during the quarter.
  • Citizens Business Bank sold 26,700 Community West Bancshares shares in Q4 2017, an estimated $595K.
  • Citizens Business Bank first reported a position in Community West Bancshares in Q3 2017 and held it in 1 quarter.
  • Citizens Business Bank's Community West Bancshares position peaked at $595K in Q3 2017.
  • 83 funds tracked by Wall St. Rank held Community West Bancshares as of Q4 2017.

Based on Citizens Business Bank's 13F filing for Q4 2017, filed 18 Nov 2022.