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Thompson Siegel & Walmsley’s CVB Financial CVBF Stock Holding History

Thompson Siegel & Walmsley’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
2017
Q1 		– Sell
-106
Closed -$2K – 870
2016
Q4 		$2K Buy
+106
New +$2.1K ﹤0.01% 762

Other funds holding CVBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Thompson Siegel & Walmsley's CVBF Position: Q1 2017 in Review

Thompson Siegel & Walmsley sold out of CVB Financial (CVBF) in Q1 2017, closing a stake of 106 shares — an estimated $2K sold.

Thompson Siegel & Walmsley first reported a position in CVBF in Q4 2016 and held it in 1 quarter. The position peaked at $2K in Q4 2016. 149 funds tracked by Wall St. Rank hold CVBF as of Q1 2017.

  • Thompson Siegel & Walmsley reported no remaining CVB Financial position as of Q1 2017 after selling out during the quarter.
  • Thompson Siegel & Walmsley sold 106 CVB Financial shares in Q1 2017, an estimated $2K.
  • Thompson Siegel & Walmsley first reported a position in CVB Financial in Q4 2016 and held it in 1 quarter.
  • Thompson Siegel & Walmsley's CVB Financial position peaked at $2K in Q4 2016.
  • 149 funds tracked by Wall St. Rank held CVB Financial as of Q1 2017.

Based on Thompson Siegel & Walmsley's 13F filing for Q1 2017, filed 15 May 2017.