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Sonora Investment Management’s CVB Financial CVBF Stock Holding History

Sonora Investment Management’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
2015
Q4 		– Sell
-122
Closed -$2K – 870
2015
Q3 		$2K Buy
+122
New +$2.09K ﹤0.01% 972

Other funds holding CVBF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Sonora Investment Management's CVBF Position: Q4 2015 in Review

Sonora Investment Management sold out of CVB Financial (CVBF) in Q4 2015, closing a stake of 122 shares — an estimated $2K sold.

Sonora Investment Management first reported a position in CVBF in Q3 2015 and held it in 1 quarter. The position peaked at $2K in Q3 2015. 143 funds tracked by Wall St. Rank hold CVBF as of Q4 2015.

  • Sonora Investment Management reported no remaining CVB Financial position as of Q4 2015 after selling out during the quarter.
  • Sonora Investment Management sold 122 CVB Financial shares in Q4 2015, an estimated $2K.
  • Sonora Investment Management first reported a position in CVB Financial in Q3 2015 and held it in 1 quarter.
  • Sonora Investment Management's CVB Financial position peaked at $2K in Q3 2015.
  • 143 funds tracked by Wall St. Rank held CVB Financial as of Q4 2015.

Based on Sonora Investment Management's 13F filing for Q4 2015, filed 10 Mar 2016.