HCM
CWBC

Hilton Capital Management’s Community West Bancshares CWBC Stock Holding History

Hilton Capital 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
-8,492
Closed -$180K – 355
2018
Q2 		$180K Sell
8,492
-5,818
-41% -$122K 0.03% 128
2018
Q1 		$280K Hold
14,310
– – 0.05% 118
2017
Q4 		$289K Buy
+14,310
New +$293K 0.04% 110

Other funds holding CWBC

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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hilton Capital Management's CWBC Position: Q3 2018 in Review

Hilton Capital Management sold out of Community West Bancshares (CWBC) in Q3 2018, closing a stake of 8,492 shares — an estimated $180K sold.

Hilton Capital Management first reported a position in CWBC in Q4 2017 and held it in 3 quarters. The position peaked at $289K in Q4 2017. 77 funds tracked by Wall St. Rank hold CWBC as of Q3 2018.

  • Hilton Capital Management reported no remaining Community West Bancshares position as of Q3 2018 after selling out during the quarter.
  • Hilton Capital Management sold 8,492 Community West Bancshares shares in Q3 2018, an estimated $180K.
  • Hilton Capital Management first reported a position in Community West Bancshares in Q4 2017 and held it in 3 quarters.
  • Hilton Capital Management's Community West Bancshares position peaked at $289K in Q4 2017.
  • 77 funds tracked by Wall St. Rank held Community West Bancshares as of Q3 2018.

Based on Hilton Capital Management's 13F filing for Q3 2018, filed 9 Nov 2018.