SFSIG
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San Francisco Sentry Investment Group’s CVB Financial CVBF Stock Holding History

San Francisco Sentry Investment Group’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
2018
Q4 		– Sell
-110
Closed -$2K – 999
2018
Q3 		$2K Buy
+110
New +$2.6K ﹤0.01% 766

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
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

San Francisco Sentry Investment Group's CVBF Position: Q4 2018 in Review

San Francisco Sentry Investment Group sold out of CVB Financial (CVBF) in Q4 2018, closing a stake of 110 shares — an estimated $2K sold.

San Francisco Sentry Investment Group first reported a position in CVBF in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 174 funds tracked by Wall St. Rank hold CVBF as of Q4 2018.

  • San Francisco Sentry Investment Group reported no remaining CVB Financial position as of Q4 2018 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 110 CVB Financial shares in Q4 2018, an estimated $2K.
  • San Francisco Sentry Investment Group first reported a position in CVB Financial in Q3 2018 and held it in 1 quarter.
  • San Francisco Sentry Investment Group's CVB Financial position peaked at $2K in Q3 2018.
  • 174 funds tracked by Wall St. Rank held CVB Financial as of Q4 2018.

Based on San Francisco Sentry Investment Group's 13F filing for Q4 2018, filed 30 Jan 2019.