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Schutz Anton Villars’s CVB Financial CVBF Stock Holding History

Schutz Anton Villars’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
2013
Q4 		$142K Sell
8,305
-695
-8% -$10.6K 3.22% 15
2013
Q3 		$122K Hold
9,000
– – 2.63% 20
2013
Q2 		$106K Buy
+9,000
New +$100K 2.58% 19

Other funds holding CVBF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Schutz Anton Villars's CVBF Position: Q4 2013 in Review

Schutz Anton Villars reduced its CVB Financial (CVBF) stake by 7.7% in Q4 2013, selling an estimated $10.6K and leaving 8,305 shares worth $142K. The position accounts for 3.22% of the portfolio, ranked #15.

Schutz Anton Villars first reported a position in CVBF in Q2 2013 and has held it in 3 quarters since. 126 funds tracked by Wall St. Rank hold CVBF as of Q4 2013.

  • Schutz Anton Villars held 8,305 shares of CVB Financial worth $142K as of Q4 2013.
  • Schutz Anton Villars sold 695 CVB Financial shares in Q4 2013, an estimated $10.6K.
  • CVB Financial made up 3.22% of Schutz Anton Villars's portfolio in Q4 2013, its #15 holding.
  • Schutz Anton Villars first reported a position in CVB Financial in Q2 2013 and has held it in 3 quarters since.
  • 126 funds tracked by Wall St. Rank held CVB Financial as of Q4 2013.

Based on Schutz Anton Villars's 13F filing for Q4 2013, filed 14 Feb 2014.