FCBT
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First Citizens Bank & Trust’s CVB Financial CVBF Stock Holding History

First Citizens Bank & Trust’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
Q3 		– Sell
-9,649
Closed -$216K – 410
2017
Q2 		$216K Sell
9,649
-2,272
-19% -$48.6K 0.03% 404
2017
Q1 		$263K Sell
11,921
-2,049
-15% -$46.8K 0.03% 401
2016
Q4 		$320K Sell
13,970
-6,233
-31% -$123K 0.04% 325
2016
Q3 		$356K Sell
20,203
-6,858
-25% -$117K 0.03% 354
2016
Q2 		$444K Sell
27,061
-2,899
-10% -$49.1K 0.04% 306
2016
Q1 		$523K Sell
29,960
-22,092
-42% -$348K 0.04% 257
2015
Q4 		$881K Sell
52,052
-1,705
-3% -$29.9K 0.06% 220
2015
Q3 		$898K Buy
53,757
+105
+0.2% +$1.8K 0.07% 225
2015
Q2 		$945K Buy
53,652
+4,298
+9% +$70.7K 0.07% 242
2015
Q1 		$787K Buy
49,354
+1,078
+2% +$16.7K 0.05% 254
2014
Q4 		$773K Sell
48,276
-240
-0.5% -$3.65K 0.06% 204
2014
Q3 		$696K Buy
+48,516
New +$747K 0.06% 213

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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Citizens Bank & Trust's CVBF Position: Q3 2017 in Review

First Citizens Bank & Trust sold out of CVB Financial (CVBF) in Q3 2017, closing a stake of 9,649 shares — an estimated $216K sold.

First Citizens Bank & Trust first reported a position in CVBF in Q3 2014 and held it in 12 quarters. The position peaked at $945K in Q2 2015. 156 funds tracked by Wall St. Rank hold CVBF as of Q3 2017.

  • First Citizens Bank & Trust reported no remaining CVB Financial position as of Q3 2017 after selling out during the quarter.
  • First Citizens Bank & Trust sold 9,649 CVB Financial shares in Q3 2017, an estimated $216K.
  • First Citizens Bank & Trust first reported a position in CVB Financial in Q3 2014 and held it in 12 quarters.
  • First Citizens Bank & Trust's CVB Financial position peaked at $945K in Q2 2015.
  • 156 funds tracked by Wall St. Rank held CVB Financial as of Q3 2017.

Based on First Citizens Bank & Trust's 13F filing for Q3 2017, filed 12 Oct 2017.