MA
CWBC

MUFG Americas’s Community West Bancshares CWBC Stock Holding History

MUFG Americas’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
Q4 		– Sell
-406
Closed -$9K – 1080
2017
Q3 		$9K Sell
406
-458
-53% -$9.54K ﹤0.01% 880
2017
Q2 		$19K Buy
+864
New +$18.4K ﹤0.01% 715
2016
Q4 		– Sell
-200
Closed -$3K – 1108
2016
Q3 		$3K Sell
200
-90
-31% -$1.36K ﹤0.01% 1028
2016
Q2 		$4K Hold
290
– – ﹤0.01% 1037
2016
Q1 		$3K Sell
290
-220
-43% -$2.52K ﹤0.01% 1039
2015
Q4 		$6K Sell
510
-20
-4% -$228 ﹤0.01% 901
2015
Q3 		$6K Buy
530
+40
+8% +$455 ﹤0.01% 932
2015
Q2 		$6K Hold
490
– – ﹤0.01% 943
2015
Q1 		$5K Buy
490
+110
+29% +$1.2K ﹤0.01% 1016
2014
Q4 		$4K Buy
380
+170
+81% +$1.86K ﹤0.01% 1114
2014
Q3 		$2K Buy
+210
New +$2.52K ﹤0.01% 1211

Other funds holding CWBC

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

MUFG Americas's CWBC Position: Q4 2017 in Review

MUFG Americas sold out of Community West Bancshares (CWBC) in Q4 2017, closing a stake of 406 shares — an estimated $9K sold.

MUFG Americas first reported a position in CWBC in Q3 2014 and held it in 11 quarters. The position peaked at $19K in Q2 2017. 83 funds tracked by Wall St. Rank hold CWBC as of Q4 2017.

  • MUFG Americas reported no remaining Community West Bancshares position as of Q4 2017 after selling out during the quarter.
  • MUFG Americas sold 406 Community West Bancshares shares in Q4 2017, an estimated $9K.
  • MUFG Americas first reported a position in Community West Bancshares in Q3 2014 and held it in 11 quarters.
  • MUFG Americas's Community West Bancshares position peaked at $19K in Q2 2017.
  • 83 funds tracked by Wall St. Rank held Community West Bancshares as of Q4 2017.

Based on MUFG Americas's 13F filing for Q4 2017, filed 8 Feb 2018.