SGAM
CWBC

Smith Group Asset Management’s Community West Bancshares CWBC Stock Holding History

Smith Group Asset 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
2016
Q4 		– Sell
-26,010
Closed -$413K – 461
2016
Q3 		$413K Buy
26,010
+500
+2% +$7.57K 0.01% 193
2016
Q2 		$357K Buy
+25,510
New +$325K 0.01% 203

Other funds holding CWBC

PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Smith Group Asset Management's CWBC Position: Q4 2016 in Review

Smith Group Asset Management sold out of Community West Bancshares (CWBC) in Q4 2016, closing a stake of 26,010 shares — an estimated $413K sold.

Smith Group Asset Management first reported a position in CWBC in Q2 2016 and held it in 2 quarters. The position peaked at $413K in Q3 2016. 72 funds tracked by Wall St. Rank hold CWBC as of Q4 2016.

  • Smith Group Asset Management reported no remaining Community West Bancshares position as of Q4 2016 after selling out during the quarter.
  • Smith Group Asset Management sold 26,010 Community West Bancshares shares in Q4 2016, an estimated $413K.
  • Smith Group Asset Management first reported a position in Community West Bancshares in Q2 2016 and held it in 2 quarters.
  • Smith Group Asset Management's Community West Bancshares position peaked at $413K in Q3 2016.
  • 72 funds tracked by Wall St. Rank held Community West Bancshares as of Q4 2016.

Based on Smith Group Asset Management's 13F filing for Q4 2016, filed 31 Jan 2017.