PCM
CWBC

Prelude Capital Management’s Community West Bancshares CWBC Stock Holding History

Prelude Capital 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
Q1 		– Sell
-9,300
Closed -$186K – 1544
2016
Q4 		$186K Buy
9,300
+2,500
+37% +$41.7K 0.02% 611
2016
Q3 		$108K Buy
+6,800
New +$103K 0.01% 805

Other funds holding CWBC

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Prelude Capital Management's CWBC Position: Q1 2017 in Review

Prelude Capital Management sold out of Community West Bancshares (CWBC) in Q1 2017, closing a stake of 9,300 shares — an estimated $186K sold.

Prelude Capital Management first reported a position in CWBC in Q3 2016 and held it in 2 quarters. The position peaked at $186K in Q4 2016. 72 funds tracked by Wall St. Rank hold CWBC as of Q1 2017.

  • Prelude Capital Management reported no remaining Community West Bancshares position as of Q1 2017 after selling out during the quarter.
  • Prelude Capital Management sold 9,300 Community West Bancshares shares in Q1 2017, an estimated $186K.
  • Prelude Capital Management first reported a position in Community West Bancshares in Q3 2016 and held it in 2 quarters.
  • Prelude Capital Management's Community West Bancshares position peaked at $186K in Q4 2016.
  • 72 funds tracked by Wall St. Rank held Community West Bancshares as of Q1 2017.

Based on Prelude Capital Management's 13F filing for Q1 2017, filed 15 May 2017.