EIP
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Epoch Investment Partners’s CVB Financial CVBF Stock Holding History

Epoch Investment Partners’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
-387,136
Closed -$9.36M – 307
2017
Q3 		$9.36M Buy
387,136
+2,831
+0.7% +$61K 0.03% 228
2017
Q2 		$8.62M Sell
384,305
-146,702
-28% -$3.14M 0.03% 234
2017
Q1 		$11.7M Sell
531,007
-566,898
-52% -$13M 0.04% 211
2016
Q4 		$25.2M Sell
1,097,905
-1,445,521
-57% -$28.6M 0.09% 153
2016
Q3 		$44.8M Sell
2,543,426
-78,027
-3% -$1.33M 0.17% 117
2016
Q2 		$43M Sell
2,621,453
-51,297
-2% -$869K 0.16% 117
2016
Q1 		$46.6M Buy
2,672,750
+242,580
+10% +$3.82M 0.18% 109
2015
Q4 		$41.1M Buy
2,430,170
+289,775
+14% +$5.08M 0.16% 109
2015
Q3 		$35.7M Buy
2,140,395
+241,991
+13% +$4.14M 0.14% 117
2015
Q2 		$33.4M Buy
1,898,404
+79,013
+4% +$1.3M 0.12% 137
2015
Q1 		$29M Buy
1,819,391
+47,485
+3% +$736K 0.11% 138
2014
Q4 		$28.4M Buy
1,771,906
+372,562
+27% +$5.67M 0.1% 137
2014
Q3 		$20.1M Sell
1,399,344
-40,285
-3% -$620K 0.08% 160
2014
Q2 		$23.1M Sell
1,439,629
-107,560
-7% -$1.62M 0.09% 158
2014
Q1 		$24.6M Buy
1,547,189
+57,820
+4% +$913K 0.1% 166
2013
Q4 		$25.4M Buy
1,489,369
+3,910
+0.3% +$59.5K 0.11% 161
2013
Q3 		$20.1M Buy
1,485,459
+38,450
+3% +$504K 0.09% 172
2013
Q2 		$17M Buy
+1,447,009
New +$16.1M 0.08% 173

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

Epoch Investment Partners's CVBF Position: Q4 2017 in Review

Epoch Investment Partners sold out of CVB Financial (CVBF) in Q4 2017, closing a stake of 387,136 shares — an estimated $9.36M sold.

Epoch Investment Partners first reported a position in CVBF in Q2 2013 and held it in 18 quarters. The position peaked at $46.6M in Q1 2016. 163 funds tracked by Wall St. Rank hold CVBF as of Q4 2017.

  • Epoch Investment Partners reported no remaining CVB Financial position as of Q4 2017 after selling out during the quarter.
  • Epoch Investment Partners sold 387,136 CVB Financial shares in Q4 2017, an estimated $9.36M.
  • Epoch Investment Partners first reported a position in CVB Financial in Q2 2013 and held it in 18 quarters.
  • Epoch Investment Partners's CVB Financial position peaked at $46.6M in Q1 2016.
  • 163 funds tracked by Wall St. Rank held CVB Financial as of Q4 2017.

Based on Epoch Investment Partners's 13F filing for Q4 2017, filed 13 Feb 2018.