Neuburgh Advisers’s CVB Financial CVBF Stock Holding History

Neuburgh Advisers’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 Q3	$243K	Hold	11,632	–	–	0.01%	633
2019 Q2	$245K	Hold	11,632	–	–	0.01%	634
2019 Q1	$245K	Hold	11,632	–	–	0.01%	632
2018 Q4	$235K	Hold	11,632	–	–	0.01%	598
2018 Q3	$260K	Buy	11,632 +1,216	+12%	+$28.7K	0.01%	643
2018 Q2	$234K	Sell	10,416 -4,896	-32%	-$113K	0.01%	613
2018 Q1	$347K	Sell	15,312 -12,912	-46%	-$304K	0.01%	502
2017 Q4	$665K	Sell	28,224 -10,416	-27%	-$247K	0.02%	356
2017 Q3	$934K	Sell	38,640 -2,512	-6%	-$54.1K	0.03%	291
2017 Q2	$923K	Sell	41,152 -9,856	-19%	-$211K	0.04%	282
2017 Q1	$1.13M	Sell	51,008 -400	-0.8%	-$9.14K	0.04%	254
2016 Q4	$1.18M	Buy	+51,408	New	+$1.02M	0.05%	216

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Neuburgh Advisers's CVBF Position: Q3 2019 in Review

Neuburgh Advisers held its CVB Financial (CVBF) position steady in Q3 2019 at 11,632 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #633.

Neuburgh Advisers first reported a position in CVBF in Q4 2016 and has held it in 12 quarters since. The position peaked at $1.18M in Q4 2016. 187 funds tracked by Wall St. Rank hold CVBF as of Q3 2019.

Neuburgh Advisers held 11,632 shares of CVB Financial worth $243K as of Q3 2019.
Neuburgh Advisers left its CVB Financial share count unchanged in Q3 2019.
CVB Financial made up 0.01% of Neuburgh Advisers's portfolio in Q3 2019, its #633 holding.
Neuburgh Advisers first reported a position in CVB Financial in Q4 2016 and has held it in 12 quarters since.
Neuburgh Advisers's CVB Financial position peaked at $1.18M in Q4 2016.
187 funds tracked by Wall St. Rank held CVB Financial as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.