D.A. Davidson & Co’s Community West BanCshares CWBC Stock Holding History

D.A. Davidson & Co’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
2019 Q2	–	Sell	-10,477	Closed	-$107K	–	1200
2019 Q1	$107K	Hold	10,477	–	–	﹤0.01%	1095
2018 Q4	$105K	Buy	+10,477	New	+$115K	﹤0.01%	1045
2017 Q3	–	Sell	-2,477	Closed	-$25K	–	2405
2017 Q2	$25K	Hold	2,477	–	–	﹤0.01%	1768
2017 Q1	$25K	Hold	2,477	–	–	﹤0.01%	1776
2016 Q4	$22K	Hold	2,477	–	–	﹤0.01%	1905
2016 Q3	$20K	Hold	2,477	–	–	﹤0.01%	1863
2016 Q2	$18K	Hold	2,477	–	–	﹤0.01%	1810
2016 Q1	$16K	Hold	2,477	–	–	﹤0.01%	1791
2015 Q4	$17K	Hold	2,477	–	–	﹤0.01%	1765
2015 Q3	$17K	Hold	2,477	–	–	﹤0.01%	1724
2015 Q2	$16K	Hold	2,477	–	–	﹤0.01%	1763
2015 Q1	$16K	Hold	2,477	–	–	﹤0.01%	1714
2014 Q4	$16K	Hold	2,477	–	–	﹤0.01%	1739
2014 Q3	$14K	Hold	2,477	–	–	﹤0.01%	1767
2014 Q2	$16K	Hold	2,477	–	–	﹤0.01%	1715
2014 Q1	$17K	Buy	2,477 +677	+38%	+$4.86K	﹤0.01%	1686
2013 Q4	$11K	Buy	+1,800	New	+$10.5K	﹤0.01%	1710

Other funds holding CWBC

SCA

Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

CCM

Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

SCP

Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

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

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

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

BCM

BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

WSL

Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

D.A. Davidson & Co's CWBC Position: Q2 2019 in Review

D.A. Davidson & Co sold out of Community West BanCshares (CWBC) in Q2 2019, closing a stake of 10,477 shares — an estimated $107K sold.

D.A. Davidson & Co first reported a position in CWBC in Q4 2013 and held it in 17 quarters. The position peaked at $107K in Q1 2019. 26 funds tracked by Wall St. Rank hold CWBC as of Q2 2019.

D.A. Davidson & Co reported no remaining Community West BanCshares position as of Q2 2019 after selling out during the quarter.
D.A. Davidson & Co sold 10,477 Community West BanCshares shares in Q2 2019, an estimated $107K.
D.A. Davidson & Co first reported a position in Community West BanCshares in Q4 2013 and held it in 17 quarters.
D.A. Davidson & Co's Community West BanCshares position peaked at $107K in Q1 2019.
26 funds tracked by Wall St. Rank held Community West BanCshares as of Q2 2019.

Based on D.A. Davidson & Co's 13F filing for Q2 2019, filed 13 Aug 2019.