TCG Advisors’s CVB Financial CVBF Stock Holding History

TCG Advisors’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
2019 Q2	–	Sell	-200	Closed	-$4K	–	478
2019 Q1	$4K	Buy	+200	New	+$4.39K	﹤0.01%	341

Other funds holding CVBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

TCG Advisors's CVBF Position: Q2 2019 in Review

TCG Advisors sold out of CVB Financial (CVBF) in Q2 2019, closing a stake of 200 shares — an estimated $4K sold.

TCG Advisors first reported a position in CVBF in Q1 2019 and held it in 1 quarter. The position peaked at $4K in Q1 2019. 183 funds tracked by Wall St. Rank hold CVBF as of Q2 2019.

TCG Advisors reported no remaining CVB Financial position as of Q2 2019 after selling out during the quarter.
TCG Advisors sold 200 CVB Financial shares in Q2 2019, an estimated $4K.
TCG Advisors first reported a position in CVB Financial in Q1 2019 and held it in 1 quarter.
TCG Advisors's CVB Financial position peaked at $4K in Q1 2019.
183 funds tracked by Wall St. Rank held CVB Financial as of Q2 2019.

Based on TCG Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.