PP
CWBC

PDT Partners’s Community West Bancshares CWBC Stock Holding History

PDT 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
2018
Q2 		– Sell
-11,100
Closed -$217K – 524
2018
Q1 		$217K Sell
11,100
-2,500
-18% -$49.8K 0.01% 516
2017
Q4 		$274K Hold
13,600
– – 0.01% 487
2017
Q3 		$303K Buy
13,600
+1,000
+8% +$20.8K 0.01% 470
2017
Q2 		$279K Buy
+12,600
New +$268K 0.01% 459

Other funds holding CWBC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 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
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

PDT Partners's CWBC Position: Q2 2018 in Review

PDT Partners sold out of Community West Bancshares (CWBC) in Q2 2018, closing a stake of 11,100 shares — an estimated $217K sold.

PDT Partners first reported a position in CWBC in Q2 2017 and held it in 4 quarters. The position peaked at $303K in Q3 2017. 81 funds tracked by Wall St. Rank hold CWBC as of Q2 2018.

  • PDT Partners reported no remaining Community West Bancshares position as of Q2 2018 after selling out during the quarter.
  • PDT Partners sold 11,100 Community West Bancshares shares in Q2 2018, an estimated $217K.
  • PDT Partners first reported a position in Community West Bancshares in Q2 2017 and held it in 4 quarters.
  • PDT Partners's Community West Bancshares position peaked at $303K in Q3 2017.
  • 81 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2018.

Based on PDT Partners's 13F filing for Q2 2018, filed 14 Aug 2018.