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Stone Ridge Asset Management’s Community West Bancshares CWBC Stock Holding History

Stone Ridge 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
2018
Q4 		– Sell
-10,162
Closed -$220K – 1269
2018
Q3 		$220K Sell
10,162
-1,437
-12% -$30.9K 0.01% 1153
2018
Q2 		$245K Hold
11,599
– – 0.01% 1109
2018
Q1 		$227K Hold
11,599
– – 0.01% 1173
2017
Q4 		$234K Buy
+11,599
New +$237K 0.01% 1178

Other funds holding CWBC

EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $145M AUM 35.04% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DGHMC
Dalton, Greiner, Hartman, Maher & Co New York $126M AUM 92.88% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Stone Ridge Asset Management's CWBC Position: Q4 2018 in Review

Stone Ridge Asset Management sold out of Community West Bancshares (CWBC) in Q4 2018, closing a stake of 10,162 shares — an estimated $220K sold.

Stone Ridge Asset Management first reported a position in CWBC in Q4 2017 and held it in 4 quarters. The position peaked at $245K in Q2 2018. 82 funds tracked by Wall St. Rank hold CWBC as of Q4 2018.

  • Stone Ridge Asset Management reported no remaining Community West Bancshares position as of Q4 2018 after selling out during the quarter.
  • Stone Ridge Asset Management sold 10,162 Community West Bancshares shares in Q4 2018, an estimated $220K.
  • Stone Ridge Asset Management first reported a position in Community West Bancshares in Q4 2017 and held it in 4 quarters.
  • Stone Ridge Asset Management's Community West Bancshares position peaked at $245K in Q2 2018.
  • 82 funds tracked by Wall St. Rank held Community West Bancshares as of Q4 2018.

Based on Stone Ridge Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.