Canada Life
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Canada Life’s CB Financial Services CBFV Stock Holding History

Canada Life’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
-74
Closed -$2K – 2589
2020
Q2 		$2K Sell
74
-5
-6% -$112 ﹤0.01% 2643
2020
Q1 		$1K Sell
79
-1
-1% -$27 ﹤0.01% 2685
2019
Q4 		$2K Buy
+80
New +$2.27K ﹤0.01% 2673
2019
Q3 		– Sell
-48
Closed -$1K – 1313
2019
Q2 		$1K Buy
48
+5
+12% +$117 ﹤0.01% 2723
2019
Q1 		$1K Hold
43
– – ﹤0.01% 2491
2018
Q4 		$1K Buy
+43
New +$1.15K ﹤0.01% 2689

Other funds holding CBFV

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
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

Canada Life's CBFV Position: Q3 2020 in Review

Canada Life sold out of CB Financial Services (CBFV) in Q3 2020, closing a stake of 74 shares — an estimated $2K sold.

Canada Life first reported a position in CBFV in Q4 2018 and held it in 6 quarters. The position peaked at $2K in Q2 2020. 41 funds tracked by Wall St. Rank hold CBFV as of Q3 2020.

  • Canada Life reported no remaining CB Financial Services position as of Q3 2020 after selling out during the quarter.
  • Canada Life sold 74 CB Financial Services shares in Q3 2020, an estimated $2K.
  • Canada Life first reported a position in CB Financial Services in Q4 2018 and held it in 6 quarters.
  • Canada Life's CB Financial Services position peaked at $2K in Q2 2020.
  • 41 funds tracked by Wall St. Rank held CB Financial Services as of Q3 2020.

Based on Canada Life's 13F filing for Q3 2020, filed 13 Nov 2020.