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AHL Partners’s CVB Financial CVBF Stock Holding History

AHL Partners’s Portfolio CVBF Stock Details CVBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$419K Buy
17,751
+60
+0.3% +$1.43K 0.01% 1110
2017
Q3 		$428K Sell
17,691
-8,864
-33% -$191K 0.01% 1087
2017
Q2 		$596K Sell
26,555
-17,348
-40% -$371K 0.01% 912
2017
Q1 		$970K Sell
43,903
-51,473
-54% -$1.18M 0.02% 790
2016
Q4 		$2.19M Sell
95,376
-77,880
-45% -$1.54M 0.07% 484
2016
Q3 		$3.05M Buy
+173,256
New +$2.95M 0.11% 268

Other funds holding CVBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AHL Partners's CVBF Position: Q4 2017 in Review

AHL Partners increased its CVB Financial (CVBF) stake by 0.34% in Q4 2017, buying an estimated $1.43K and bringing the position to 17,751 shares worth $419K. The position accounts for 0.01% of the portfolio, ranked #1110.

AHL Partners first reported a position in CVBF in Q3 2016 and has held it in 6 quarters since. The position peaked at $3.05M in Q3 2016. 163 funds tracked by Wall St. Rank hold CVBF as of Q4 2017.

  • AHL Partners held 17,751 shares of CVB Financial worth $419K as of Q4 2017.
  • AHL Partners bought 60 CVB Financial shares in Q4 2017, an estimated $1.43K.
  • CVB Financial made up 0.01% of AHL Partners's portfolio in Q4 2017, its #1110 holding.
  • AHL Partners first reported a position in CVB Financial in Q3 2016 and has held it in 6 quarters since.
  • AHL Partners's CVB Financial position peaked at $3.05M in Q3 2016.
  • 163 funds tracked by Wall St. Rank held CVB Financial as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.