PIM
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Parasol Investment Management’s CVB Financial CVBF Stock Holding History

Parasol Investment 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
2015
Q1 		– Sell
-300
Closed -$5K – 271
2014
Q4 		$5K Hold
300
– – ﹤0.01% 262
2014
Q3 		$4K Hold
300
– – ﹤0.01% 250
2014
Q2 		$5K Hold
300
– – ﹤0.01% 228
2014
Q1 		$5K Hold
300
– – ﹤0.01% 205
2013
Q4 		$5K Buy
+300
New +$4.57K ﹤0.01% 205

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Parasol Investment Management's CVBF Position: Q1 2015 in Review

Parasol Investment Management sold out of CVB Financial (CVBF) in Q1 2015, closing a stake of 300 shares — an estimated $5K sold.

Parasol Investment Management first reported a position in CVBF in Q4 2013 and held it in 5 quarters. The position peaked at $5K in Q4 2014. 134 funds tracked by Wall St. Rank hold CVBF as of Q1 2015.

  • Parasol Investment Management reported no remaining CVB Financial position as of Q1 2015 after selling out during the quarter.
  • Parasol Investment Management sold 300 CVB Financial shares in Q1 2015, an estimated $5K.
  • Parasol Investment Management first reported a position in CVB Financial in Q4 2013 and held it in 5 quarters.
  • Parasol Investment Management's CVB Financial position peaked at $5K in Q4 2014.
  • 134 funds tracked by Wall St. Rank held CVB Financial as of Q1 2015.

Based on Parasol Investment Management's 13F filing for Q1 2015, filed 15 May 2015.