BFIM
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Beese Fulmer Investment Management’s CB Financial Services CBFV Stock Holding History

Beese Fulmer Investment Management’s Portfolio CBFV Stock Details CBFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-3,665
Closed -$80K – 250
2020
Q2 		$80K Buy
+3,665
New +$81.8K 0.01% 264

Other funds holding CBFV

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Beese Fulmer Investment Management's CBFV Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of CB Financial Services (CBFV) in Q3 2020, closing a stake of 3,665 shares — an estimated $80K sold.

Beese Fulmer Investment Management first reported a position in CBFV in Q2 2020 and held it in 1 quarter. The position peaked at $80K in Q2 2020. 41 funds tracked by Wall St. Rank hold CBFV as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining CB Financial Services position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 3,665 CB Financial Services shares in Q3 2020, an estimated $80K.
  • Beese Fulmer Investment Management first reported a position in CB Financial Services in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's CB Financial Services position peaked at $80K in Q2 2020.
  • 41 funds tracked by Wall St. Rank held CB Financial Services as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.