Mid Atlantic Financial Management’s CVB Financial CVBF Stock Holding History

Mid Atlantic Financial 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
2020 Q3	–	Sell	-10,000	Closed	-$187K	–	767
2020 Q2	$187K	Hold	10,000	–	–	0.02%	640
2020 Q1	$201K	Hold	10,000	–	–	0.02%	566
2019 Q4	$216K	Sell	10,000 -2,000	-17%	-$42.4K	0.02%	621
2019 Q3	$250K	Hold	12,000	–	–	0.03%	561
2019 Q2	$252K	Sell	12,000 -1,000	-8%	-$21.3K	0.03%	565
2019 Q1	$274K	Hold	13,000	–	–	0.03%	533
2018 Q4	$263K	Buy	+13,000	New	+$282K	0.03%	502

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

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

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

Mid Atlantic Financial Management's CVBF Position: Q3 2020 in Review

Mid Atlantic Financial Management sold out of CVB Financial (CVBF) in Q3 2020, closing a stake of 10,000 shares — an estimated $187K sold.

Mid Atlantic Financial Management first reported a position in CVBF in Q4 2018 and held it in 7 quarters. The position peaked at $274K in Q1 2019. 178 funds tracked by Wall St. Rank hold CVBF as of Q3 2020.

Mid Atlantic Financial Management reported no remaining CVB Financial position as of Q3 2020 after selling out during the quarter.
Mid Atlantic Financial Management sold 10,000 CVB Financial shares in Q3 2020, an estimated $187K.
Mid Atlantic Financial Management first reported a position in CVB Financial in Q4 2018 and held it in 7 quarters.
Mid Atlantic Financial Management's CVB Financial position peaked at $274K in Q1 2019.
178 funds tracked by Wall St. Rank held CVB Financial as of Q3 2020.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2020, filed 10 Nov 2020.