PFP
CWBC

Patriot Financial Partners’s Community West BanCshares CWBC Stock Holding History

Patriot Financial Partners’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
2020
Q3 		– Sell
-10,097
Closed -$85K – 26
2020
Q2 		$85K Buy
+10,097
New +$69.6K 0.04% 23
2020
Q1 		– Sell
-10,000
Closed -$111K – 24
2019
Q4 		$111K Buy
+10,000
New +$105K 0.04% 17

Other funds holding CWBC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 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
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Patriot Financial Partners's CWBC Position: Q3 2020 in Review

Patriot Financial Partners sold out of Community West BanCshares (CWBC) in Q3 2020, closing a stake of 10,097 shares — an estimated $85K sold.

Patriot Financial Partners first reported a position in CWBC in Q4 2019 and held it in 2 quarters. The position peaked at $111K in Q4 2019. 20 funds tracked by Wall St. Rank hold CWBC as of Q3 2020.

  • Patriot Financial Partners reported no remaining Community West BanCshares position as of Q3 2020 after selling out during the quarter.
  • Patriot Financial Partners sold 10,097 Community West BanCshares shares in Q3 2020, an estimated $85K.
  • Patriot Financial Partners first reported a position in Community West BanCshares in Q4 2019 and held it in 2 quarters.
  • Patriot Financial Partners's Community West BanCshares position peaked at $111K in Q4 2019.
  • 20 funds tracked by Wall St. Rank held Community West BanCshares as of Q3 2020.

Based on Patriot Financial Partners's 13F filing for Q3 2020, filed 12 Nov 2020.