GSC
CWBC

Ground Swell Capital’s Community West BanCshares CWBC Stock Holding History

Ground Swell Capital’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
2014
Q3 		$2K Sell
413
-134
-24% -$884 ﹤0.01% 2064
2014
Q2 		$4K Buy
+547
New +$3.72K 0.01% 1272

Other funds holding CWBC

SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Ground Swell Capital's CWBC Position: Q3 2014 in Review

Ground Swell Capital reduced its Community West BanCshares (CWBC) stake by 24% in Q3 2014, selling an estimated $884 and leaving 413 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2064.

Ground Swell Capital first reported a position in CWBC in Q2 2014 and has held it in 2 quarters since. The position peaked at $4K in Q2 2014. 16 funds tracked by Wall St. Rank hold CWBC as of Q3 2014.

  • Ground Swell Capital held 413 shares of Community West BanCshares worth $2K as of Q3 2014.
  • Ground Swell Capital sold 134 Community West BanCshares shares in Q3 2014, an estimated $884.
  • Community West BanCshares made up ﹤0.01% of Ground Swell Capital's portfolio in Q3 2014, its #2064 holding.
  • Ground Swell Capital first reported a position in Community West BanCshares in Q2 2014 and has held it in 2 quarters since.
  • Ground Swell Capital's Community West BanCshares position peaked at $4K in Q2 2014.
  • 16 funds tracked by Wall St. Rank held Community West BanCshares as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.