JG
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Joel Greenblatt’s CVB Financial CVBF Stock Holding History

Joel Greenblatt’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
Q4 		– Sell
-10,180
Closed -$146K – 964
2014
Q3 		$146K Sell
10,180
-705
-6% -$10.9K ﹤0.01% 958
2014
Q2 		$174K Buy
+10,885
New +$164K ﹤0.01% 970

Other funds holding CVBF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Joel Greenblatt's CVBF Position: Q4 2014 in Review

Joel Greenblatt sold out of CVB Financial (CVBF) in Q4 2014, closing a stake of 10,180 shares — an estimated $146K sold.

Joel Greenblatt first reported a position in CVBF in Q2 2014 and held it in 2 quarters. The position peaked at $174K in Q2 2014. 123 funds tracked by Wall St. Rank hold CVBF as of Q4 2014.

  • Joel Greenblatt reported no remaining CVB Financial position as of Q4 2014 after selling out during the quarter.
  • Joel Greenblatt sold 10,180 CVB Financial shares in Q4 2014, an estimated $146K.
  • Joel Greenblatt first reported a position in CVB Financial in Q2 2014 and held it in 2 quarters.
  • Joel Greenblatt's CVB Financial position peaked at $174K in Q2 2014.
  • 123 funds tracked by Wall St. Rank held CVB Financial as of Q4 2014.

Based on Gotham Asset Management's 13F filing for Q4 2014, filed 17 Feb 2015.