Northwestern Mutual Wealth Management
CWBC

Northwestern Mutual Wealth Management’s Community West BanCshares CWBC Stock Holding History

Northwestern Mutual Wealth Management’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
Q2 		– Sell
-55,438
Closed -$565K – 2303
2017
Q1 		$565K Buy
+55,438
New +$553K 0.01% 431

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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Northwestern Mutual Wealth Management's CWBC Position: Q2 2017 in Review

Northwestern Mutual Wealth Management sold out of Community West BanCshares (CWBC) in Q2 2017, closing a stake of 55,438 shares — an estimated $565K sold.

Northwestern Mutual Wealth Management first reported a position in CWBC in Q1 2017 and held it in 1 quarter. The position peaked at $565K in Q1 2017. 24 funds tracked by Wall St. Rank hold CWBC as of Q2 2017.

  • Northwestern Mutual Wealth Management reported no remaining Community West BanCshares position as of Q2 2017 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 55,438 Community West BanCshares shares in Q2 2017, an estimated $565K.
  • Northwestern Mutual Wealth Management first reported a position in Community West BanCshares in Q1 2017 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Community West BanCshares position peaked at $565K in Q1 2017.
  • 24 funds tracked by Wall St. Rank held Community West BanCshares as of Q2 2017.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.