Destination Wealth Management’s CVB Financial CVBF Stock Holding History

Destination Wealth 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
2019 Q2	–	Sell	-15,667	Closed	-$330K	–	591
2019 Q1	$330K	Buy	15,667 +4	+0%	+$88	0.02%	127
2018 Q4	$317K	Buy	15,663 +5	+0%	+$108	0.02%	119
2018 Q3	$349K	Buy	+15,658	New	+$370K	0.02%	124
2018 Q2	–	Sell	-15,650	Closed	-$354K	–	531
2018 Q1	$354K	Buy	15,650 +4	+0%	+$94	0.02%	122
2017 Q4	$369K	Buy	15,646 +3	+0%	+$71	0.02%	120
2017 Q3	$378K	Buy	15,643 +4	+0%	+$86	0.02%	123
2017 Q2	$351K	Buy	15,639 +4	+0%	+$86	0.02%	122
2017 Q1	$345K	Hold	15,635	–	–	0.02%	124
2016 Q4	$359K	Hold	15,635	–	–	0.03%	127
2016 Q3	$275K	Hold	15,635	–	–	0.02%	141
2016 Q2	$256K	Hold	15,635	–	–	0.02%	132
2016 Q1	$265K	Hold	15,635	–	–	0.03%	114
2015 Q4	$265K	Hold	15,635	–	–	0.03%	114
2015 Q3	$261K	Hold	15,635	–	–	0.03%	110
2015 Q2	$275K	Buy	+15,635	New	+$257K	0.02%	206

Other funds holding CVBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Destination Wealth Management's CVBF Position: Q2 2019 in Review

Destination Wealth Management sold out of CVB Financial (CVBF) in Q2 2019, closing a stake of 15,667 shares — an estimated $330K sold.

Destination Wealth Management first reported a position in CVBF in Q2 2015 and held it in 15 quarters. The position peaked at $378K in Q3 2017. 183 funds tracked by Wall St. Rank hold CVBF as of Q2 2019.

Destination Wealth Management reported no remaining CVB Financial position as of Q2 2019 after selling out during the quarter.
Destination Wealth Management sold 15,667 CVB Financial shares in Q2 2019, an estimated $330K.
Destination Wealth Management first reported a position in CVB Financial in Q2 2015 and held it in 15 quarters.
Destination Wealth Management's CVB Financial position peaked at $378K in Q3 2017.
183 funds tracked by Wall St. Rank held CVB Financial as of Q2 2019.

Based on Destination Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.