Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s CVB Financial CVBF Stock Holding History

Cambridge Investment Research Advisors’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
2020
Q1 		– Sell
-25,608
Closed -$553K – 2304
2019
Q4 		$553K Sell
25,608
-12,612
-33% -$267K ﹤0.01% 1510
2019
Q3 		$798K Hold
38,220
– – 0.01% 1208
2019
Q2 		$804K Hold
38,220
– – 0.01% 1143
2019
Q1 		$805K Hold
38,220
– – 0.01% 1160
2018
Q4 		$773K Hold
38,220
– – 0.01% 1070
2018
Q3 		$853K Hold
38,220
– – 0.01% 1115
2018
Q2 		$857K Hold
38,220
– – 0.01% 1069
2018
Q1 		$865K Hold
38,220
– – 0.01% 1010
2017
Q4 		$900K Hold
38,220
– – 0.01% 950
2017
Q3 		$924K Hold
38,220
– – 0.01% 881
2017
Q2 		$857K Hold
38,220
– – 0.01% 881
2017
Q1 		$844K Hold
38,220
– – 0.01% 807
2016
Q4 		$876K Hold
38,220
– – 0.02% 745
2016
Q3 		$673K Hold
38,220
– – 0.01% 877
2016
Q2 		$626K Buy
+38,220
New +$648K 0.01% 827

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Cambridge Investment Research Advisors's CVBF Position: Q1 2020 in Review

Cambridge Investment Research Advisors sold out of CVB Financial (CVBF) in Q1 2020, closing a stake of 25,608 shares — an estimated $553K sold.

Cambridge Investment Research Advisors first reported a position in CVBF in Q2 2016 and held it in 15 quarters. The position peaked at $924K in Q3 2017. 170 funds tracked by Wall St. Rank hold CVBF as of Q1 2020.

  • Cambridge Investment Research Advisors reported no remaining CVB Financial position as of Q1 2020 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 25,608 CVB Financial shares in Q1 2020, an estimated $553K.
  • Cambridge Investment Research Advisors first reported a position in CVB Financial in Q2 2016 and held it in 15 quarters.
  • Cambridge Investment Research Advisors's CVB Financial position peaked at $924K in Q3 2017.
  • 170 funds tracked by Wall St. Rank held CVB Financial as of Q1 2020.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2020, filed 8 May 2020.