PIA
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Piedmont Investment Advisors’s CVB Financial CVBF Stock Holding History

Piedmont Investment Advisors’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
Q2 		– Sell
-26,031
Closed -$548K – 1009
2019
Q1 		$548K Buy
26,031
+1,486
+6% +$32.6K 0.02% 496
2018
Q4 		$497K Buy
24,545
+790
+3% +$17.1K 0.02% 462
2018
Q3 		$530K Sell
23,755
-160
-0.7% -$3.78K 0.02% 494
2018
Q2 		$536K Buy
23,915
+2,018
+9% +$46.4K 0.03% 418
2018
Q1 		$496K Buy
21,897
+841
+4% +$19.8K 0.01% 418
2017
Q4 		$496K Sell
21,056
-1,258
-6% -$29.9K 0.01% 418
2017
Q3 		$539K Buy
22,314
+168
+0.8% +$3.62K 0.01% 400
2017
Q2 		$497K Buy
+22,146
New +$474K 0.01% 422

Other funds holding CVBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
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

Piedmont Investment Advisors's CVBF Position: Q2 2019 in Review

Piedmont Investment Advisors sold out of CVB Financial (CVBF) in Q2 2019, closing a stake of 26,031 shares — an estimated $548K sold.

Piedmont Investment Advisors first reported a position in CVBF in Q2 2017 and held it in 8 quarters. The position peaked at $548K in Q1 2019. 183 funds tracked by Wall St. Rank hold CVBF as of Q2 2019.

  • Piedmont Investment Advisors reported no remaining CVB Financial position as of Q2 2019 after selling out during the quarter.
  • Piedmont Investment Advisors sold 26,031 CVB Financial shares in Q2 2019, an estimated $548K.
  • Piedmont Investment Advisors first reported a position in CVB Financial in Q2 2017 and held it in 8 quarters.
  • Piedmont Investment Advisors's CVB Financial position peaked at $548K in Q1 2019.
  • 183 funds tracked by Wall St. Rank held CVB Financial as of Q2 2019.

Based on Piedmont Investment Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.