Personal Wealth Partners’s CVB Financial CVBF Stock Holding History

Personal Wealth Partners’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 Q4	–	Sell	-1	Closed	–	–	540
2019 Q3	$0	Buy	+1	New	+$21	﹤0.01%	549

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

Personal Wealth Partners's CVBF Position: Q4 2019 in Review

Personal Wealth Partners sold out of CVB Financial (CVBF) in Q4 2019, closing a stake of 1 share.

Personal Wealth Partners first reported a position in CVBF in Q3 2019 and held it in 1 quarter. The position peaked at $0 in Q3 2019. 185 funds tracked by Wall St. Rank hold CVBF as of Q4 2019.

Personal Wealth Partners reported no remaining CVB Financial position as of Q4 2019 after selling out during the quarter.
Personal Wealth Partners sold 1 CVB Financial share in Q4 2019.
Personal Wealth Partners first reported a position in CVB Financial in Q3 2019 and held it in 1 quarter.
Personal Wealth Partners's CVB Financial position peaked at $0 in Q3 2019.
185 funds tracked by Wall St. Rank held CVB Financial as of Q4 2019.

Based on Personal Wealth Partners's 13F filing for Q4 2019, filed 28 Jan 2020.