W
CWBC

Wealthfront’s Community West Bancshares CWBC Stock Holding History

Wealthfront’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
2015
Q3 		– Sell
-685
Closed -$8K – 1259
2015
Q2 		$8K Buy
+685
New +$7.52K ﹤0.01% 899

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
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wealthfront's CWBC Position: Q3 2015 in Review

Wealthfront sold out of Community West Bancshares (CWBC) in Q3 2015, closing a stake of 685 shares — an estimated $8K sold.

Wealthfront first reported a position in CWBC in Q2 2015 and held it in 1 quarter. The position peaked at $8K in Q2 2015. 25 funds tracked by Wall St. Rank hold CWBC as of Q3 2015.

  • Wealthfront reported no remaining Community West Bancshares position as of Q3 2015 after selling out during the quarter.
  • Wealthfront sold 685 Community West Bancshares shares in Q3 2015, an estimated $8K.
  • Wealthfront first reported a position in Community West Bancshares in Q2 2015 and held it in 1 quarter.
  • Wealthfront's Community West Bancshares position peaked at $8K in Q2 2015.
  • 25 funds tracked by Wall St. Rank held Community West Bancshares as of Q3 2015.

Based on Wealthfront's 13F filing for Q3 2015, filed 18 Nov 2015.