Dalton, Greiner, Hartman, Maher & Co’s Community West Bancshares CWBC Stock Holding History

Dalton, Greiner, Hartman, Maher & 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
2021 Q2	–	Sell	-18,686	Closed	-$344K	–	34
2021 Q1	$344K	Sell	18,686 -16,133	-46%	-$281K	0.27%	130
2020 Q4	$518K	Sell	34,819 -97,958	-74%	-$1.4M	0.11%	145
2020 Q3	$1.64M	Sell	132,777 -83,935	-39%	-$1.09M	0.27%	120
2020 Q2	$3.33M	Buy	216,712 +4,480	+2%	+$62K	0.33%	102
2020 Q1	$2.77M	Buy	212,232 +22,185	+12%	+$395K	0.29%	125
2019 Q4	$4.12M	Buy	190,047 +8,324	+5%	+$174K	0.28%	126
2019 Q3	$3.7M	Buy	181,723 +15,275	+9%	+$313K	0.25%	134
2019 Q2	$3.57M	Buy	166,448 +10,754	+7%	+$214K	0.3%	99
2019 Q1	$3.04M	Buy	155,694 +2,573	+2%	+$50.4K	0.25%	106
2018 Q4	$2.89M	Buy	153,121 +80,082	+110%	+$1.59M	0.22%	102
2018 Q3	$1.58M	Buy	73,039 +7,701	+12%	+$166K	0.08%	150
2018 Q2	$1.38M	Buy	+65,338	New	+$1.37M	0.07%	149

Other funds holding CWBC

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

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

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

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Dalton, Greiner, Hartman, Maher & Co's CWBC Position: Q2 2021 in Review

Dalton, Greiner, Hartman, Maher & Co sold out of Community West Bancshares (CWBC) in Q2 2021, closing a stake of 18,686 shares — an estimated $344K sold.

Dalton, Greiner, Hartman, Maher & Co first reported a position in CWBC in Q2 2018 and held it in 12 quarters. The position peaked at $4.12M in Q4 2019. 72 funds tracked by Wall St. Rank hold CWBC as of Q2 2021.

Dalton, Greiner, Hartman, Maher & Co reported no remaining Community West Bancshares position as of Q2 2021 after selling out during the quarter.
Dalton, Greiner, Hartman, Maher & Co sold 18,686 Community West Bancshares shares in Q2 2021, an estimated $344K.
Dalton, Greiner, Hartman, Maher & Co first reported a position in Community West Bancshares in Q2 2018 and held it in 12 quarters.
Dalton, Greiner, Hartman, Maher & Co's Community West Bancshares position peaked at $4.12M in Q4 2019.
72 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2021.

Based on Dalton, Greiner, Hartman, Maher & Co's 13F filing for Q2 2021.