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Cornerstone Advisors (Washington)’s CVB Financial CVBF Stock Holding History

Cornerstone Advisors (Washington)’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
Q3 		$1K Sell
70
-35
-33% -$625 ﹤0.01% 639
2020
Q2 		$2K Hold
105
– – ﹤0.01% 572
2020
Q1 		$2K Buy
+105
New +$2.11K ﹤0.01% 580
2019
Q4 		– Sell
-49
Closed -$1K – 756
2019
Q3 		$1K Hold
49
– – ﹤0.01% 632
2019
Q2 		$1K Buy
49
+9
+23% +$192 ﹤0.01% 1280
2019
Q1 		$1K Hold
40
– – ﹤0.01% 1138
2018
Q4 		$1K Buy
+40
New +$867 ﹤0.01% 960

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Cornerstone Advisors (Washington)'s CVBF Position: Q3 2020 in Review

Cornerstone Advisors (Washington) reduced its CVB Financial (CVBF) stake by 33% in Q3 2020, selling an estimated $625 and leaving 70 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Cornerstone Advisors (Washington) first reported a position in CVBF in Q4 2018 and has held it in 7 quarters since. The position peaked at $2K in Q2 2020. 178 funds tracked by Wall St. Rank hold CVBF as of Q3 2020.

  • Cornerstone Advisors (Washington) held 70 shares of CVB Financial worth $1K as of Q3 2020.
  • Cornerstone Advisors (Washington) sold 35 CVB Financial shares in Q3 2020, an estimated $625.
  • CVB Financial made up ﹤0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #639 holding.
  • Cornerstone Advisors (Washington) first reported a position in CVB Financial in Q4 2018 and has held it in 7 quarters since.
  • Cornerstone Advisors (Washington)'s CVB Financial position peaked at $2K in Q2 2020.
  • 178 funds tracked by Wall St. Rank held CVB Financial as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.