LTFS
CVBF icon

Ladenburg Thalmann Financial Services’s CVB Financial CVBF Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$79K Buy
3,662
+25
+0.7% +$529 ﹤0.01% 3189
2019
Q3 		$76K Buy
3,637
+26
+0.7% +$544 ﹤0.01% 3135
2019
Q2 		$76K Buy
3,611
+23
+0.6% +$490 ﹤0.01% 3170
2019
Q1 		$75K Buy
3,588
+17
+0.5% +$373 ﹤0.01% 3101
2018
Q4 		$72K Buy
3,571
+2,467
+223% +$53.5K ﹤0.01% 2990
2018
Q3 		$25K Sell
1,104
-996
-47% -$23.5K ﹤0.01% 3767
2018
Q2 		$48K Hold
2,100
– – ﹤0.01% 3280
2018
Q1 		$48K Sell
2,100
-95
-4% -$2.23K ﹤0.01% 3280
2017
Q4 		$52K Buy
2,195
+3
+0.1% +$71 ﹤0.01% 3188
2017
Q3 		$53K Buy
2,192
+2
+0.1% +$43 ﹤0.01% 3039
2017
Q2 		$50K Sell
2,190
-82
-4% -$1.75K ﹤0.01% 3019
2017
Q1 		$50K Buy
2,272
+3
+0.1% +$69 ﹤0.01% 2904
2016
Q4 		$52K Buy
2,269
+3
+0.1% +$59 ﹤0.01% 2811
2016
Q3 		$40K Buy
2,266
+185
+9% +$3.15K ﹤0.01% 2957
2016
Q2 		$34K Buy
2,081
+1,002
+93% +$17K ﹤0.01% 2972
2016
Q1 		$19K Sell
1,079
-58
-5% -$915 ﹤0.01% 3282
2015
Q4 		$19K Buy
1,137
+3
+0.3% +$53 ﹤0.01% 3262
2015
Q3 		$19K Sell
1,134
-92
-8% -$1.57K ﹤0.01% 3134
2015
Q2 		$22K Sell
1,226
-57
-4% -$938 ﹤0.01% 3172
2015
Q1 		$20K Buy
1,283
+601
+88% +$9.32K ﹤0.01% 3179
2014
Q4 		$11K Hold
682
– – ﹤0.01% 3357
2014
Q3 		$10K Hold
682
– – ﹤0.01% 3091
2014
Q2 		$11K Hold
682
– – ﹤0.01% 3012
2014
Q1 		$11K Hold
682
– – ﹤0.01% 2897
2013
Q4 		$12K Hold
682
– – ﹤0.01% 2824
2013
Q3 		$9K Hold
682
– – ﹤0.01% 2897
2013
Q2 		$8K Buy
+682
New +$7.61K ﹤0.01% 2824

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ladenburg Thalmann Financial Services's CVBF Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its CVB Financial (CVBF) stake by 0.69% in Q4 2019, buying an estimated $529 and bringing the position to 3,662 shares worth $79K. The position accounts for ﹤0.01% of the portfolio, ranked #3189.

Ladenburg Thalmann Financial Services first reported a position in CVBF in Q2 2013 and has held it in 27 quarters since. 185 funds tracked by Wall St. Rank hold CVBF as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 3,662 shares of CVB Financial worth $79K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 25 CVB Financial shares in Q4 2019, an estimated $529.
  • CVB Financial made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3189 holding.
  • Ladenburg Thalmann Financial Services first reported a position in CVB Financial in Q2 2013 and has held it in 27 quarters since.
  • 185 funds tracked by Wall St. Rank held CVB Financial as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.