PIA
CWBC

Piedmont Investment Advisors’s Community West Bancshares CWBC Stock Holding History

Piedmont Investment Advisors’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
Q3 		– Sell
-200
Closed -$4K – 1344
2018
Q2 		$4K Buy
+200
New +$4.19K ﹤0.01% 2222

Other funds holding CWBC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 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

Piedmont Investment Advisors's CWBC Position: Q3 2018 in Review

Piedmont Investment Advisors sold out of Community West Bancshares (CWBC) in Q3 2018, closing a stake of 200 shares — an estimated $4K sold.

Piedmont Investment Advisors first reported a position in CWBC in Q2 2018 and held it in 1 quarter. The position peaked at $4K in Q2 2018. 77 funds tracked by Wall St. Rank hold CWBC as of Q3 2018.

  • Piedmont Investment Advisors reported no remaining Community West Bancshares position as of Q3 2018 after selling out during the quarter.
  • Piedmont Investment Advisors sold 200 Community West Bancshares shares in Q3 2018, an estimated $4K.
  • Piedmont Investment Advisors first reported a position in Community West Bancshares in Q2 2018 and held it in 1 quarter.
  • Piedmont Investment Advisors's Community West Bancshares position peaked at $4K in Q2 2018.
  • 77 funds tracked by Wall St. Rank held Community West Bancshares as of Q3 2018.

Based on Piedmont Investment Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.