SNC
CVBF icon

Stifel Nicolaus & Co’s CVB Financial CVBF Stock Holding History

Stifel Nicolaus & Co’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
Q3 		– Sell
-257,487
Closed -$3.03M – 1486
2013
Q2 		$3.03M Buy
+257,487
New +$2.87M 0.05% 316

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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stifel Nicolaus & Co's CVBF Position: Q3 2013 in Review

Stifel Nicolaus & Co sold out of CVB Financial (CVBF) in Q3 2013, closing a stake of 257,487 shares — an estimated $3.03M sold.

Stifel Nicolaus & Co first reported a position in CVBF in Q2 2013 and held it in 1 quarter. The position peaked at $3.03M in Q2 2013. 117 funds tracked by Wall St. Rank hold CVBF as of Q3 2013.

  • Stifel Nicolaus & Co reported no remaining CVB Financial position as of Q3 2013 after selling out during the quarter.
  • Stifel Nicolaus & Co sold 257,487 CVB Financial shares in Q3 2013, an estimated $3.03M.
  • Stifel Nicolaus & Co first reported a position in CVB Financial in Q2 2013 and held it in 1 quarter.
  • Stifel Nicolaus & Co's CVB Financial position peaked at $3.03M in Q2 2013.
  • 117 funds tracked by Wall St. Rank held CVB Financial as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.