LB
CWBC

Legacy Bridge’s Community West Bancshares CWBC Stock Holding History

Legacy Bridge’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
Q3 		– Sell
-400
Closed -$9K – 284
2019
Q2 		$9K Hold
400
– – 0.01% 267
2019
Q1 		$8K Buy
+400
New +$7.83K 0.01% 275

Other funds holding CWBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State of Wisconsin Investment Board
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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Legacy Bridge's CWBC Position: Q3 2019 in Review

Legacy Bridge sold out of Community West Bancshares (CWBC) in Q3 2019, closing a stake of 400 shares — an estimated $9K sold.

Legacy Bridge first reported a position in CWBC in Q1 2019 and held it in 2 quarters. The position peaked at $9K in Q2 2019. 77 funds tracked by Wall St. Rank hold CWBC as of Q3 2019.

  • Legacy Bridge reported no remaining Community West Bancshares position as of Q3 2019 after selling out during the quarter.
  • Legacy Bridge sold 400 Community West Bancshares shares in Q3 2019, an estimated $9K.
  • Legacy Bridge first reported a position in Community West Bancshares in Q1 2019 and held it in 2 quarters.
  • Legacy Bridge's Community West Bancshares position peaked at $9K in Q2 2019.
  • 77 funds tracked by Wall St. Rank held Community West Bancshares as of Q3 2019.

Based on Legacy Bridge's 13F filing for Q3 2019, filed 15 Oct 2019.