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James Investment Research’s CB Financial Services CBFV Stock Holding History

James Investment Research’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
2019
Q2 		– Sell
-11
Closed – – 682
2019
Q1 		$0 Hold
11
– – ﹤0.01% 833
2018
Q4 		$0 Sell
11
-129
-92% -$3.46K ﹤0.01% 822
2018
Q3 		$4K Hold
140
– – ﹤0.01% 775
2018
Q2 		$4K Buy
+140
New +$4.71K ﹤0.01% 777

Other funds holding CBFV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

James Investment Research's CBFV Position: Q2 2019 in Review

James Investment Research sold out of CB Financial Services (CBFV) in Q2 2019, closing a stake of 11 shares.

James Investment Research first reported a position in CBFV in Q2 2018 and held it in 4 quarters. The position peaked at $4K in Q3 2018. 44 funds tracked by Wall St. Rank hold CBFV as of Q2 2019.

  • James Investment Research reported no remaining CB Financial Services position as of Q2 2019 after selling out during the quarter.
  • James Investment Research sold 11 CB Financial Services shares in Q2 2019.
  • James Investment Research first reported a position in CB Financial Services in Q2 2018 and held it in 4 quarters.
  • James Investment Research's CB Financial Services position peaked at $4K in Q3 2018.
  • 44 funds tracked by Wall St. Rank held CB Financial Services as of Q2 2019.

Based on James Investment Research's 13F filing for Q2 2019, filed 24 Jul 2019.