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Legacy Financial Advisors’s CVB Financial CVBF Stock Holding History

Legacy Financial 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
2018
Q4 		– Sell
-220
Closed -$4K – 995
2018
Q3 		$4K Hold
220
– – ﹤0.01% 721
2018
Q2 		$5K Hold
220
– – ﹤0.01% 691
2018
Q1 		$4K Buy
220
+130
+144% +$3.06K ﹤0.01% 672
2017
Q4 		$2K Buy
+90
New +$2.14K ﹤0.01% 737

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
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Legacy Financial Advisors's CVBF Position: Q4 2018 in Review

Legacy Financial Advisors sold out of CVB Financial (CVBF) in Q4 2018, closing a stake of 220 shares — an estimated $4K sold.

Legacy Financial Advisors first reported a position in CVBF in Q4 2017 and held it in 4 quarters. The position peaked at $5K in Q2 2018. 174 funds tracked by Wall St. Rank hold CVBF as of Q4 2018.

  • Legacy Financial Advisors reported no remaining CVB Financial position as of Q4 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 220 CVB Financial shares in Q4 2018, an estimated $4K.
  • Legacy Financial Advisors first reported a position in CVB Financial in Q4 2017 and held it in 4 quarters.
  • Legacy Financial Advisors's CVB Financial position peaked at $5K in Q2 2018.
  • 174 funds tracked by Wall St. Rank held CVB Financial as of Q4 2018.

Based on Legacy Financial Advisors's 13F filing for Q4 2018, filed 16 Jan 2019.