MSL
CWBC

Mackay Shields LLC’s Community West Bancshares CWBC Stock Holding History

Mackay Shields LLC’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
-12,236
Closed -$263K – 1420
2019
Q2 		$263K Buy
12,236
+347
+3% +$6.92K ﹤0.01% 1356
2019
Q1 		$233K Sell
11,889
-2,400
-17% -$47K ﹤0.01% 1323
2018
Q4 		$269K Sell
14,289
-5,774
-29% -$115K ﹤0.01% 1267
2018
Q3 		$434K Sell
20,063
-5,500
-22% -$118K ﹤0.01% 1025
2018
Q2 		$541K Sell
25,563
-6,500
-20% -$136K ﹤0.01% 1089
2018
Q1 		$627K Buy
+32,063
New +$639K ﹤0.01% 1082

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

Mackay Shields LLC's CWBC Position: Q3 2019 in Review

Mackay Shields LLC sold out of Community West Bancshares (CWBC) in Q3 2019, closing a stake of 12,236 shares — an estimated $263K sold.

Mackay Shields LLC first reported a position in CWBC in Q1 2018 and held it in 6 quarters. The position peaked at $627K in Q1 2018. 77 funds tracked by Wall St. Rank hold CWBC as of Q3 2019.

  • Mackay Shields LLC reported no remaining Community West Bancshares position as of Q3 2019 after selling out during the quarter.
  • Mackay Shields LLC sold 12,236 Community West Bancshares shares in Q3 2019, an estimated $263K.
  • Mackay Shields LLC first reported a position in Community West Bancshares in Q1 2018 and held it in 6 quarters.
  • Mackay Shields LLC's Community West Bancshares position peaked at $627K in Q1 2018.
  • 77 funds tracked by Wall St. Rank held Community West Bancshares as of Q3 2019.

Based on Mackay Shields LLC's 13F filing for Q3 2019, filed 1 Nov 2019.