U
CWBC

UBS’s Community West Bancshares CWBC Stock Holding History

UBS’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
2014
Q3 		$18K Sell
1,608
-108
-6% -$1.3K ﹤0.01% 8123
2014
Q2 		$22K Buy
+1,716
New +$19.8K ﹤0.01% 7941

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
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
SWITC
Stewart West Indies Trading Company Boulder, Colorado $1.16B AUM 17.5% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

UBS's CWBC Position: Q3 2014 in Review

UBS reduced its Community West Bancshares (CWBC) stake by 6.3% in Q3 2014, selling an estimated $1.3K and leaving 1,608 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #8123.

UBS first reported a position in CWBC in Q2 2014 and has held it in 2 quarters since. The position peaked at $22K in Q2 2014. 24 funds tracked by Wall St. Rank hold CWBC as of Q3 2014.

  • UBS held 1,608 shares of Community West Bancshares worth $18K as of Q3 2014.
  • UBS sold 108 Community West Bancshares shares in Q3 2014, an estimated $1.3K.
  • Community West Bancshares made up ﹤0.01% of UBS's portfolio in Q3 2014, its #8123 holding.
  • UBS first reported a position in Community West Bancshares in Q2 2014 and has held it in 2 quarters since.
  • UBS's Community West Bancshares position peaked at $22K in Q2 2014.
  • 24 funds tracked by Wall St. Rank held Community West Bancshares as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.