JOYN Advisors’s CVB Financial CVBF Stock Holding History

JOYN Advisors’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
2019 Q1	–	Sell	-242	Closed	-$5K	–	404
2018 Q4	$5K	Buy	242 +210	+656%	+$4.55K	﹤0.01%	1228
2018 Q3	$1K	Hold	32	–	–	﹤0.01%	1580
2018 Q2	$1K	Buy	+32	New	+$736	﹤0.01%	1552

Other funds holding CVBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JOYN Advisors's CVBF Position: Q1 2019 in Review

JOYN Advisors sold out of CVB Financial (CVBF) in Q1 2019, closing a stake of 242 shares — an estimated $5K sold.

JOYN Advisors first reported a position in CVBF in Q2 2018 and held it in 3 quarters. The position peaked at $5K in Q4 2018. 185 funds tracked by Wall St. Rank hold CVBF as of Q1 2019.

JOYN Advisors reported no remaining CVB Financial position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 242 CVB Financial shares in Q1 2019, an estimated $5K.
JOYN Advisors first reported a position in CVB Financial in Q2 2018 and held it in 3 quarters.
JOYN Advisors's CVB Financial position peaked at $5K in Q4 2018.
185 funds tracked by Wall St. Rank held CVB Financial as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.