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Cutler Capital Management’s CVB Financial CVBF Stock Holding History

Cutler Capital Management’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
2017
Q4 		– Sell
-6,000
Closed -$145K – 103
2017
Q3 		$145K Hold
6,000
– – 0.06% 84
2017
Q2 		$134K Buy
6,000
+558
+10% +$11.9K 0.06% 75
2017
Q1 		$120K Buy
+5,442
New +$124K 0.05% 77

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
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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cutler Capital Management's CVBF Position: Q4 2017 in Review

Cutler Capital Management sold out of CVB Financial (CVBF) in Q4 2017, closing a stake of 6,000 shares — an estimated $145K sold.

Cutler Capital Management first reported a position in CVBF in Q1 2017 and held it in 3 quarters. The position peaked at $145K in Q3 2017. 163 funds tracked by Wall St. Rank hold CVBF as of Q4 2017.

  • Cutler Capital Management reported no remaining CVB Financial position as of Q4 2017 after selling out during the quarter.
  • Cutler Capital Management sold 6,000 CVB Financial shares in Q4 2017, an estimated $145K.
  • Cutler Capital Management first reported a position in CVB Financial in Q1 2017 and held it in 3 quarters.
  • Cutler Capital Management's CVB Financial position peaked at $145K in Q3 2017.
  • 163 funds tracked by Wall St. Rank held CVB Financial as of Q4 2017.

Based on Cutler Capital Management's 13F filing for Q4 2017, filed 6 Feb 2018.