GBBWRPM
CWBC

Genovese Burford & Brothers Wealth & Retirement Plan Management’s Community West Bancshares CWBC Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2018
Q3 		– Sell
-1,380
Closed -$29K – 150
2018
Q2 		$29K Hold
1,380
– – 0.01% 219
2018
Q1 		$27K Buy
+1,380
New +$27.5K 0.01% 218

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BFC
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Vanguard Group
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EPCA
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Dimensional Fund Advisors
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BCM
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KCM
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Genovese Burford & Brothers Wealth & Retirement Plan Management's CWBC Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Community West Bancshares (CWBC) in Q3 2018, closing a stake of 1,380 shares — an estimated $29K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in CWBC in Q1 2018 and held it in 2 quarters. The position peaked at $29K in Q2 2018. 77 funds tracked by Wall St. Rank hold CWBC as of Q3 2018.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Community West Bancshares position as of Q3 2018 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 1,380 Community West Bancshares shares in Q3 2018, an estimated $29K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Community West Bancshares in Q1 2018 and held it in 2 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Community West Bancshares position peaked at $29K in Q2 2018.
  • 77 funds tracked by Wall St. Rank held Community West Bancshares as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.