MBT
CWBC

Montecito Bank & Trust’s Community West BanCshares CWBC Stock Holding History

Montecito Bank & Trust’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
Q1 		– Sell
-880
Closed -$8K – 414
2016
Q4 		$8K Buy
+880
New +$7.7K ﹤0.01% 366

Other funds holding CWBC

SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Montecito Bank & Trust's CWBC Position: Q1 2017 in Review

Montecito Bank & Trust sold out of Community West BanCshares (CWBC) in Q1 2017, closing a stake of 880 shares — an estimated $8K sold.

Montecito Bank & Trust first reported a position in CWBC in Q4 2016 and held it in 1 quarter. The position peaked at $8K in Q4 2016. 20 funds tracked by Wall St. Rank hold CWBC as of Q1 2017.

  • Montecito Bank & Trust reported no remaining Community West BanCshares position as of Q1 2017 after selling out during the quarter.
  • Montecito Bank & Trust sold 880 Community West BanCshares shares in Q1 2017, an estimated $8K.
  • Montecito Bank & Trust first reported a position in Community West BanCshares in Q4 2016 and held it in 1 quarter.
  • Montecito Bank & Trust's Community West BanCshares position peaked at $8K in Q4 2016.
  • 20 funds tracked by Wall St. Rank held Community West BanCshares as of Q1 2017.

Based on Montecito Bank & Trust's 13F filing for Q1 2017, filed 5 May 2017.