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Ground Swell Capital’s CVB Financial CVBF Stock Holding History

Ground Swell Capital’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
Q3 		– Sell
-2,043
Closed -$33K – 2449
2014
Q2 		$33K Buy
+2,043
New +$30.8K 0.06% 246

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ground Swell Capital's CVBF Position: Q3 2014 in Review

Ground Swell Capital sold out of CVB Financial (CVBF) in Q3 2014, closing a stake of 2,043 shares — an estimated $33K sold.

Ground Swell Capital first reported a position in CVBF in Q2 2014 and held it in 1 quarter. The position peaked at $33K in Q2 2014. 130 funds tracked by Wall St. Rank hold CVBF as of Q3 2014.

  • Ground Swell Capital reported no remaining CVB Financial position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 2,043 CVB Financial shares in Q3 2014, an estimated $33K.
  • Ground Swell Capital first reported a position in CVB Financial in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's CVB Financial position peaked at $33K in Q2 2014.
  • 130 funds tracked by Wall St. Rank held CVB Financial as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.