Ladenburg Thalmann Financial Services’s Community West Bancshares CWBC Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$2K	Hold	85	–	–	﹤0.01%	5047
2019 Q3	$2K	Hold	85	–	–	﹤0.01%	4945
2019 Q2	$2K	Hold	85	–	–	﹤0.01%	4951
2019 Q1	$2K	Hold	85	–	–	﹤0.01%	4916
2018 Q4	$2K	Hold	85	–	–	﹤0.01%	4877
2018 Q3	$2K	Hold	85	–	–	﹤0.01%	4856
2018 Q2	$2K	Hold	85	–	–	﹤0.01%	4849
2018 Q1	$2K	Hold	85	–	–	﹤0.01%	4849
2017 Q4	$2K	Hold	85	–	–	﹤0.01%	4760
2017 Q3	$2K	Hold	85	–	–	﹤0.01%	4654
2017 Q2	$2K	Hold	85	–	–	﹤0.01%	4583
2017 Q1	$2K	Buy	+85	New	+$1.72K	﹤0.01%	4548

Other funds holding CWBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PMG

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

DGHMC

Dalton, Greiner, Hartman, Maher & Co New York $126M AUM 92.88% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ladenburg Thalmann Financial Services's CWBC Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services held its Community West Bancshares (CWBC) position steady in Q4 2019 at 85 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #5047.

Ladenburg Thalmann Financial Services first reported a position in CWBC in Q1 2017 and has held it in 12 quarters since. 81 funds tracked by Wall St. Rank hold CWBC as of Q4 2019.

Ladenburg Thalmann Financial Services held 85 shares of Community West Bancshares worth $2K as of Q4 2019.
Ladenburg Thalmann Financial Services left its Community West Bancshares share count unchanged in Q4 2019.
Community West Bancshares made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #5047 holding.
Ladenburg Thalmann Financial Services first reported a position in Community West Bancshares in Q1 2017 and has held it in 12 quarters since.
81 funds tracked by Wall St. Rank held Community West Bancshares as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.