EWM
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Elite Wealth Management’s CVB Financial CVBF Stock Holding History

Elite 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
2014
Q1 		– Sell
-146
Closed -$2K – 400
2013
Q4 		$2K Buy
+146
New +$2.22K ﹤0.01% 659

Other funds holding CVBF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Elite Wealth Management's CVBF Position: Q1 2014 in Review

Elite Wealth Management sold out of CVB Financial (CVBF) in Q1 2014, closing a stake of 146 shares — an estimated $2K sold.

Elite Wealth Management first reported a position in CVBF in Q4 2013 and held it in 1 quarter. The position peaked at $2K in Q4 2013. 128 funds tracked by Wall St. Rank hold CVBF as of Q1 2014.

  • Elite Wealth Management reported no remaining CVB Financial position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 146 CVB Financial shares in Q1 2014, an estimated $2K.
  • Elite Wealth Management first reported a position in CVB Financial in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's CVB Financial position peaked at $2K in Q4 2013.
  • 128 funds tracked by Wall St. Rank held CVB Financial as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.