Stifel Financial
CWBC

Stifel Financial’s Community West Bancshares CWBC Stock Holding History

Stifel Financial’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
-40,012
Closed -$616K – 2899
2020
Q2 		$616K Buy
40,012
+1,935
+5% +$26.8K ﹤0.01% 1889
2020
Q1 		$497K Buy
38,077
+3,908
+11% +$69.6K ﹤0.01% 1870
2019
Q4 		$742K Buy
34,169
+1,326
+4% +$27.7K ﹤0.01% 2023
2019
Q3 		$667K Buy
32,843
+15,832
+93% +$324K ﹤0.01% 2002
2019
Q2 		$363K Buy
+17,011
New +$339K ﹤0.01% 2384

Other funds holding CWBC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Stifel Financial's CWBC Position: Q3 2020 in Review

Stifel Financial sold out of Community West Bancshares (CWBC) in Q3 2020, closing a stake of 40,012 shares — an estimated $616K sold.

Stifel Financial first reported a position in CWBC in Q2 2019 and held it in 5 quarters. The position peaked at $742K in Q4 2019. 75 funds tracked by Wall St. Rank hold CWBC as of Q3 2020.

  • Stifel Financial reported no remaining Community West Bancshares position as of Q3 2020 after selling out during the quarter.
  • Stifel Financial sold 40,012 Community West Bancshares shares in Q3 2020, an estimated $616K.
  • Stifel Financial first reported a position in Community West Bancshares in Q2 2019 and held it in 5 quarters.
  • Stifel Financial's Community West Bancshares position peaked at $742K in Q4 2019.
  • 75 funds tracked by Wall St. Rank held Community West Bancshares as of Q3 2020.

Based on Stifel Financial's 13F filing for Q3 2020, filed 16 Nov 2020.