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Ausdal Financial Partners’s CVB Financial CVBF Stock Holding History

Ausdal Financial 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
2018
Q1 		– Sell
-11,366
Closed -$268K – 363
2017
Q4 		$268K Hold
11,366
– – 0.1% 272
2017
Q3 		$275K Hold
11,366
– – 0.11% 243
2017
Q2 		$255K Hold
11,366
– – 0.11% 243
2017
Q1 		$251K Hold
11,366
– – 0.11% 222
2016
Q4 		$261K Hold
11,366
– – 0.12% 191
2016
Q3 		$200K Hold
11,366
– – 0.1% 233
2016
Q2 		$186K Hold
11,366
– – 0.1% 232
2016
Q1 		$198K Hold
11,366
– – 0.11% 204
2015
Q4 		$192K Buy
+11,366
New +$199K 0.1% 208

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

Ausdal Financial Partners's CVBF Position: Q1 2018 in Review

Ausdal Financial Partners sold out of CVB Financial (CVBF) in Q1 2018, closing a stake of 11,366 shares — an estimated $268K sold.

Ausdal Financial Partners first reported a position in CVBF in Q4 2015 and held it in 9 quarters. The position peaked at $275K in Q3 2017. 158 funds tracked by Wall St. Rank hold CVBF as of Q1 2018.

  • Ausdal Financial Partners reported no remaining CVB Financial position as of Q1 2018 after selling out during the quarter.
  • Ausdal Financial Partners sold 11,366 CVB Financial shares in Q1 2018, an estimated $268K.
  • Ausdal Financial Partners first reported a position in CVB Financial in Q4 2015 and held it in 9 quarters.
  • Ausdal Financial Partners's CVB Financial position peaked at $275K in Q3 2017.
  • 158 funds tracked by Wall St. Rank held CVB Financial as of Q1 2018.

Based on Ausdal Financial Partners's 13F filing for Q1 2018, filed 20 Apr 2018.