CMBA
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C.M. Bidwell & Associates’s CVB Financial CVBF Stock Holding History

C.M. Bidwell & Associates’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
2014
Q1 		– Sell
-11,540
Closed -$197K – 231
2013
Q4 		$197K Buy
+11,540
New +$176K 0.05% 163

Other funds holding CVBF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

C.M. Bidwell & Associates's CVBF Position: Q1 2014 in Review

C.M. Bidwell & Associates sold out of CVB Financial (CVBF) in Q1 2014, closing a stake of 11,540 shares — an estimated $197K sold.

C.M. Bidwell & Associates first reported a position in CVBF in Q4 2013 and held it in 1 quarter. The position peaked at $197K in Q4 2013. 128 funds tracked by Wall St. Rank hold CVBF as of Q1 2014.

  • C.M. Bidwell & Associates reported no remaining CVB Financial position as of Q1 2014 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 11,540 CVB Financial shares in Q1 2014, an estimated $197K.
  • C.M. Bidwell & Associates first reported a position in CVB Financial in Q4 2013 and held it in 1 quarter.
  • C.M. Bidwell & Associates's CVB Financial position peaked at $197K in Q4 2013.
  • 128 funds tracked by Wall St. Rank held CVB Financial as of Q1 2014.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2014, filed 12 May 2014.