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Investment House LLC’s CVB Financial CVBF Stock Holding History

Investment House LLC’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
Q1 		– Sell
-8,600
Closed -$203K – 189
2017
Q4 		$203K Hold
8,600
– – 0.02% 190
2017
Q3 		$208K Buy
+8,600
New +$185K 0.03% 179

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

Investment House LLC's CVBF Position: Q1 2018 in Review

Investment House LLC sold out of CVB Financial (CVBF) in Q1 2018, closing a stake of 8,600 shares — an estimated $203K sold.

Investment House LLC first reported a position in CVBF in Q3 2017 and held it in 2 quarters. The position peaked at $208K in Q3 2017. 158 funds tracked by Wall St. Rank hold CVBF as of Q1 2018.

  • Investment House LLC reported no remaining CVB Financial position as of Q1 2018 after selling out during the quarter.
  • Investment House LLC sold 8,600 CVB Financial shares in Q1 2018, an estimated $203K.
  • Investment House LLC first reported a position in CVB Financial in Q3 2017 and held it in 2 quarters.
  • Investment House LLC's CVB Financial position peaked at $208K in Q3 2017.
  • 158 funds tracked by Wall St. Rank held CVB Financial as of Q1 2018.

Based on Investment House LLC's 13F filing for Q1 2018, filed 8 May 2018.