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Stevens Capital Management’s CVB Financial CVBF Stock Holding History

Stevens Capital 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
2016
Q4 		– Sell
-13,608
Closed -$240K – 912
2016
Q3 		$240K Buy
+13,608
New +$231K 0.01% 764

Other funds holding CVBF

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stevens Capital Management's CVBF Position: Q4 2016 in Review

Stevens Capital Management sold out of CVB Financial (CVBF) in Q4 2016, closing a stake of 13,608 shares — an estimated $240K sold.

Stevens Capital Management first reported a position in CVBF in Q3 2016 and held it in 1 quarter. The position peaked at $240K in Q3 2016. 147 funds tracked by Wall St. Rank hold CVBF as of Q4 2016.

  • Stevens Capital Management reported no remaining CVB Financial position as of Q4 2016 after selling out during the quarter.
  • Stevens Capital Management sold 13,608 CVB Financial shares in Q4 2016, an estimated $240K.
  • Stevens Capital Management first reported a position in CVB Financial in Q3 2016 and held it in 1 quarter.
  • Stevens Capital Management's CVB Financial position peaked at $240K in Q3 2016.
  • 147 funds tracked by Wall St. Rank held CVB Financial as of Q4 2016.

Based on Stevens Capital Management's 13F filing for Q4 2016, filed 7 Feb 2017.