MCM
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McKinley Capital Management’s CVB Financial CVBF Stock Holding History

McKinley Capital Management’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
-365,867
Closed -$5.25M – 332
2014
Q3 		$5.25M Sell
365,867
-57
-0% -$878 0.23% 116
2014
Q2 		$5.87M Sell
365,924
-2,147
-0.6% -$32.3K 0.24% 107
2014
Q1 		$5.85M Sell
368,071
-568
-0.2% -$8.96K 0.25% 107
2013
Q4 		$6.29M Buy
+368,639
New +$5.61M 0.25% 98

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 $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

McKinley Capital Management's CVBF Position: Q4 2014 in Review

McKinley Capital Management sold out of CVB Financial (CVBF) in Q4 2014, closing a stake of 365,867 shares — an estimated $5.25M sold.

McKinley Capital Management first reported a position in CVBF in Q4 2013 and held it in 4 quarters. The position peaked at $6.29M in Q4 2013. 122 funds tracked by Wall St. Rank hold CVBF as of Q4 2014.

  • McKinley Capital Management reported no remaining CVB Financial position as of Q4 2014 after selling out during the quarter.
  • McKinley Capital Management sold 365,867 CVB Financial shares in Q4 2014, an estimated $5.25M.
  • McKinley Capital Management first reported a position in CVB Financial in Q4 2013 and held it in 4 quarters.
  • McKinley Capital Management's CVB Financial position peaked at $6.29M in Q4 2013.
  • 122 funds tracked by Wall St. Rank held CVB Financial as of Q4 2014.

Based on McKinley Capital Management's 13F filing for Q4 2014, filed 4 Feb 2015.