JMPWA
CWBC

JP Morgan Private Wealth Advisors’s Community West BanCshares CWBC Stock Holding History

JP Morgan Private Wealth Advisors’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
2015
Q1 		– Sell
-14,425
Closed -$95K – 1209
2014
Q4 		$95K Buy
+14,425
New +$92.9K ﹤0.01% 1050

Other funds holding CWBC

SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 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
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CWBC Position: Q1 2015 in Review

JP Morgan Private Wealth Advisors sold out of Community West BanCshares (CWBC) in Q1 2015, closing a stake of 14,425 shares — an estimated $95K sold.

JP Morgan Private Wealth Advisors first reported a position in CWBC in Q4 2014 and held it in 1 quarter. The position peaked at $95K in Q4 2014. 17 funds tracked by Wall St. Rank hold CWBC as of Q1 2015.

  • JP Morgan Private Wealth Advisors reported no remaining Community West BanCshares position as of Q1 2015 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 14,425 Community West BanCshares shares in Q1 2015, an estimated $95K.
  • JP Morgan Private Wealth Advisors first reported a position in Community West BanCshares in Q4 2014 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Community West BanCshares position peaked at $95K in Q4 2014.
  • 17 funds tracked by Wall St. Rank held Community West BanCshares as of Q1 2015.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2015, filed 15 May 2015.