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Paloma Partners’s CB Financial Services CBFV Stock Holding History

Paloma Partners’s Portfolio CBFV Stock Details CBFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-13,235
Closed -$399K – 1335
2019
Q4 		$399K Sell
13,235
-5,193
-28% -$147K 0.01% 1557
2019
Q3 		$512K Sell
18,428
-3,195
-15% -$80.6K 0.01% 1145
2019
Q2 		$514K Buy
+21,623
New +$508K 0.01% 1024

Other funds holding CBFV

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Paloma Partners's CBFV Position: Q1 2020 in Review

Paloma Partners sold out of CB Financial Services (CBFV) in Q1 2020, closing a stake of 13,235 shares — an estimated $399K sold.

Paloma Partners first reported a position in CBFV in Q2 2019 and held it in 3 quarters. The position peaked at $514K in Q2 2019. 42 funds tracked by Wall St. Rank hold CBFV as of Q1 2020.

  • Paloma Partners reported no remaining CB Financial Services position as of Q1 2020 after selling out during the quarter.
  • Paloma Partners sold 13,235 CB Financial Services shares in Q1 2020, an estimated $399K.
  • Paloma Partners first reported a position in CB Financial Services in Q2 2019 and held it in 3 quarters.
  • Paloma Partners's CB Financial Services position peaked at $514K in Q2 2019.
  • 42 funds tracked by Wall St. Rank held CB Financial Services as of Q1 2020.

Based on Paloma Partners's 13F filing for Q1 2020, filed 15 May 2020.