TFCM
CWBC

Taylor Frigon Capital Management’s Community West BanCshares CWBC Stock Holding History

Taylor Frigon 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
2018
Q3 		– Sell
-11,614
Closed -$137K – 85
2018
Q2 		$137K Hold
11,614
– – 0.1% 80
2018
Q1 		$132K Buy
11,614
+2,500
+27% +$27.9K 0.1% 78
2017
Q4 		$98K Buy
+9,114
New +$95.7K 0.08% 81
2016
Q2 		$30K Buy
+4,114
New +$29.9K 0.03% 80
2016
Q1 		– Sell
-4,114
Closed -$29K – 98
2015
Q4 		$29K Buy
+4,114
New +$28.9K 0.03% 81

Other funds holding CWBC

SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.6% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Taylor Frigon Capital Management's CWBC Position: Q3 2018 in Review

Taylor Frigon Capital Management sold out of Community West BanCshares (CWBC) in Q3 2018, closing a stake of 11,614 shares — an estimated $137K sold.

Taylor Frigon Capital Management first reported a position in CWBC in Q4 2015 and held it in 5 quarters. The position peaked at $137K in Q2 2018. 26 funds tracked by Wall St. Rank hold CWBC as of Q3 2018.

  • Taylor Frigon Capital Management reported no remaining Community West BanCshares position as of Q3 2018 after selling out during the quarter.
  • Taylor Frigon Capital Management sold 11,614 Community West BanCshares shares in Q3 2018, an estimated $137K.
  • Taylor Frigon Capital Management first reported a position in Community West BanCshares in Q4 2015 and held it in 5 quarters.
  • Taylor Frigon Capital Management's Community West BanCshares position peaked at $137K in Q2 2018.
  • 26 funds tracked by Wall St. Rank held Community West BanCshares as of Q3 2018.

Based on Taylor Frigon Capital Management's 13F filing for Q3 2018, filed 15 Oct 2018.