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Systematic Financial Management’s CVB Financial CVBF Stock Holding History

Systematic Financial 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
Q2 		– Sell
-104,145
Closed -$1.82M – 600
2016
Q1 		$1.82M Buy
+104,145
New +$1.64M 0.02% 358
2015
Q2 		– Sell
-155,585
Closed -$2.48M – 688
2015
Q1 		$2.48M Buy
+155,585
New +$2.41M 0.02% 465
2014
Q3 		– Sell
-122,790
Closed -$1.97M – 685
2014
Q2 		$1.97M Buy
122,790
+8,075
+7% +$122K 0.01% 456
2014
Q1 		$1.82M Sell
114,715
-2,180
-2% -$34.4K 0.01% 570
2013
Q4 		$2M Buy
+116,895
New +$1.78M 0.01% 427

Other funds holding CVBF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Systematic Financial Management's CVBF Position: Q2 2016 in Review

Systematic Financial Management sold out of CVB Financial (CVBF) in Q2 2016, closing a stake of 104,145 shares — an estimated $1.82M sold.

Systematic Financial Management first reported a position in CVBF in Q4 2013 and held it in 5 quarters. The position peaked at $2.48M in Q1 2015. 145 funds tracked by Wall St. Rank hold CVBF as of Q2 2016.

  • Systematic Financial Management reported no remaining CVB Financial position as of Q2 2016 after selling out during the quarter.
  • Systematic Financial Management sold 104,145 CVB Financial shares in Q2 2016, an estimated $1.82M.
  • Systematic Financial Management first reported a position in CVB Financial in Q4 2013 and held it in 5 quarters.
  • Systematic Financial Management's CVB Financial position peaked at $2.48M in Q1 2015.
  • 145 funds tracked by Wall St. Rank held CVB Financial as of Q2 2016.

Based on Systematic Financial Management's 13F filing for Q2 2016, filed 9 Aug 2016.