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Genovese Burford & Brothers Wealth & Retirement Plan Management’s CVB Financial CVBF Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2018
Q3 		– Sell
-298
Closed -$7K – 147
2018
Q2 		$7K Buy
+298
New +$6.85K ﹤0.01% 339

Other funds holding CVBF

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's CVBF Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of CVB Financial (CVBF) in Q3 2018, closing a stake of 298 shares — an estimated $7K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in CVBF in Q2 2018 and held it in 1 quarter. The position peaked at $7K in Q2 2018. 183 funds tracked by Wall St. Rank hold CVBF as of Q3 2018.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining CVB Financial position as of Q3 2018 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 298 CVB Financial shares in Q3 2018, an estimated $7K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in CVB Financial in Q2 2018 and held it in 1 quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's CVB Financial position peaked at $7K in Q2 2018.
  • 183 funds tracked by Wall St. Rank held CVB Financial as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.