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 		$5K Sell
785
-591
-43% -$3.9K ﹤0.01% 9579
2014
Q2 		$9K Sell
1,376
-1,402
-50% -$9.54K ﹤0.01% 9069
2014
Q1 		$19K Buy
2,778
+826
+42% +$5.92K ﹤0.01% 8211
2013
Q4 		$13K Buy
1,952
+1,831
+1,513% +$10.7K ﹤0.01% 8761
2013
Q3 		$1K Sell
121
-950
-89% -$5.11K ﹤0.01% 10282
2013
Q2 		$5K Buy
+1,071
New +$5.08K ﹤0.01% 9367

Other funds holding CWBC

SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

UBS's CWBC Position: Q3 2014 in Review

UBS reduced its Community West BanCshares (CWBC) stake by 43% in Q3 2014, selling an estimated $3.9K and leaving 785 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #9579.

UBS first reported a position in CWBC in Q2 2013 and has held it in 6 quarters since. The position peaked at $19K in Q1 2014. 16 funds tracked by Wall St. Rank hold CWBC as of Q3 2014.

  • UBS held 785 shares of Community West BanCshares worth $5K as of Q3 2014.
  • UBS sold 591 Community West BanCshares shares in Q3 2014, an estimated $3.9K.
  • Community West BanCshares made up ﹤0.01% of UBS's portfolio in Q3 2014, its #9579 holding.
  • UBS first reported a position in Community West BanCshares in Q2 2013 and has held it in 6 quarters since.
  • UBS's Community West BanCshares position peaked at $19K in Q1 2014.
  • 16 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.