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Hillsdale Investment Management’s CB Financial Services CBFV Stock Holding History

Hillsdale Investment Management’s Portfolio CBFV Stock Details CBFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-3,400
Closed -$65K – 578
2020
Q1 		$65K Buy
3,400
+800
+31% +$21.6K 0.01% 430
2019
Q4 		$78K Buy
2,600
+1,000
+63% +$28.4K 0.01% 426
2019
Q3 		$44K Buy
+1,600
New +$40.4K ﹤0.01% 449

Other funds holding CBFV

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hillsdale Investment Management's CBFV Position: Q2 2020 in Review

Hillsdale Investment Management sold out of CB Financial Services (CBFV) in Q2 2020, closing a stake of 3,400 shares — an estimated $65K sold.

Hillsdale Investment Management first reported a position in CBFV in Q3 2019 and held it in 3 quarters. The position peaked at $78K in Q4 2019. 51 funds tracked by Wall St. Rank hold CBFV as of Q2 2020.

  • Hillsdale Investment Management reported no remaining CB Financial Services position as of Q2 2020 after selling out during the quarter.
  • Hillsdale Investment Management sold 3,400 CB Financial Services shares in Q2 2020, an estimated $65K.
  • Hillsdale Investment Management first reported a position in CB Financial Services in Q3 2019 and held it in 3 quarters.
  • Hillsdale Investment Management's CB Financial Services position peaked at $78K in Q4 2019.
  • 51 funds tracked by Wall St. Rank held CB Financial Services as of Q2 2020.

Based on Hillsdale Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.