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Placemark Investments’s CVB Financial CVBF Stock Holding History

Placemark Investments’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
2014
Q4 		– Sell
-10,996
Closed -$158K – 1630
2014
Q3 		$158K Buy
+10,996
New +$169K ﹤0.01% 1591

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Placemark Investments's CVBF Position: Q4 2014 in Review

Placemark Investments sold out of CVB Financial (CVBF) in Q4 2014, closing a stake of 10,996 shares — an estimated $158K sold.

Placemark Investments first reported a position in CVBF in Q3 2014 and held it in 1 quarter. The position peaked at $158K in Q3 2014. 122 funds tracked by Wall St. Rank hold CVBF as of Q4 2014.

  • Placemark Investments reported no remaining CVB Financial position as of Q4 2014 after selling out during the quarter.
  • Placemark Investments sold 10,996 CVB Financial shares in Q4 2014, an estimated $158K.
  • Placemark Investments first reported a position in CVB Financial in Q3 2014 and held it in 1 quarter.
  • Placemark Investments's CVB Financial position peaked at $158K in Q3 2014.
  • 122 funds tracked by Wall St. Rank held CVB Financial as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.