LPL Financial
CVLY

LPL Financial’s Codorus Valley Bancorp Inc CVLY Stock Holding History

LPL Financial’s Portfolio CVLY Stock Details CVLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-11,384
Closed -$201K – 2794
2016
Q3 		$201K Sell
11,384
-365
-3% -$6.35K ﹤0.01% 2408
2016
Q2 		$200K Sell
11,749
-13,076
-53% -$224K ﹤0.01% 2384
2016
Q1 		$418K Sell
24,825
-1,571
-6% -$26.2K ﹤0.01% 2279
2015
Q4 		$453K Buy
26,396
+12,551
+91% +$210K ﹤0.01% 2255
2015
Q3 		$220K Buy
13,845
+740
+6% +$11.9K ﹤0.01% 2448
2015
Q2 		$210K Buy
13,105
+511
+4% +$8.35K ﹤0.01% 2591
2015
Q1 		$204K Sell
12,594
-936
-7% -$14.7K ﹤0.01% 2547
2014
Q4 		$209K Sell
13,530
-278
-2% -$4.44K ﹤0.01% 2473
2014
Q3 		$208K Buy
13,808
+241
+2% +$3.77K ﹤0.01% 2427
2014
Q2 		$214K Hold
13,567
– – ﹤0.01% 2442
2014
Q1 		$213K Buy
+13,567
New +$212K ﹤0.01% 2389

Other funds holding CVLY

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial's CVLY Position: Q4 2016 in Review

LPL Financial sold out of Codorus Valley Bancorp Inc (CVLY) in Q4 2016, closing a stake of 11,384 shares — an estimated $201K sold.

LPL Financial first reported a position in CVLY in Q1 2014 and held it in 11 quarters. The position peaked at $453K in Q4 2015. 61 funds tracked by Wall St. Rank hold CVLY as of Q4 2016.

  • LPL Financial reported no remaining Codorus Valley Bancorp Inc position as of Q4 2016 after selling out during the quarter.
  • LPL Financial sold 11,384 Codorus Valley Bancorp Inc shares in Q4 2016, an estimated $201K.
  • LPL Financial first reported a position in Codorus Valley Bancorp Inc in Q1 2014 and held it in 11 quarters.
  • LPL Financial's Codorus Valley Bancorp Inc position peaked at $453K in Q4 2015.
  • 61 funds tracked by Wall St. Rank held Codorus Valley Bancorp Inc as of Q4 2016.

Based on LPL Financial's 13F filing for Q4 2016, filed 13 Feb 2017.