Investment Centers of America’s Community West Bancshares CWBC Stock Holding History

Investment Centers of America’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
2017 Q2	–	Sell	-13,662	Closed	-$280K	–	607
2017 Q1	$280K	Sell	13,662 -844	-6%	-$17.1K	0.02%	482
2016 Q4	$290K	Buy	+14,506	New	+$242K	0.02%	447
2016 Q2	–	Sell	-14,506	Closed	-$162K	–	518
2016 Q1	$162K	Buy	+14,506	New	+$166K	0.02%	477
2015 Q2	–	Sell	-14,506	Closed	-$160K	–	452
2015 Q1	$160K	Buy	+14,506	New	+$158K	0.02%	434
2014 Q4	–	Sell	-14,506	Closed	-$167K	–	408
2014 Q3	$167K	Buy	+14,506	New	+$174K	0.03%	395
2014 Q2	–	Sell	-14,506	Closed	-$143K	–	362
2014 Q1	$143K	Hold	14,506	–	–	0.03%	363
2013 Q4	$143K	Hold	14,506	–	–	0.07%	234
2013 Q3	$143K	Buy	+14,506	New	+$144K	0.03%	368

Other funds holding CWBC

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Investment Centers of America's CWBC Position: Q2 2017 in Review

Investment Centers of America sold out of Community West Bancshares (CWBC) in Q2 2017, closing a stake of 13,662 shares — an estimated $280K sold.

Investment Centers of America first reported a position in CWBC in Q3 2013 and held it in 8 quarters. The position peaked at $290K in Q4 2016. 74 funds tracked by Wall St. Rank hold CWBC as of Q2 2017.

Investment Centers of America reported no remaining Community West Bancshares position as of Q2 2017 after selling out during the quarter.
Investment Centers of America sold 13,662 Community West Bancshares shares in Q2 2017, an estimated $280K.
Investment Centers of America first reported a position in Community West Bancshares in Q3 2013 and held it in 8 quarters.
Investment Centers of America's Community West Bancshares position peaked at $290K in Q4 2016.
74 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2017.

Based on Investment Centers of America's 13F filing for Q2 2017, filed 11 Aug 2017.