WCM Investment Management
CVBF icon

WCM Investment Management’s CVB Financial CVBF Stock Holding History

WCM Investment 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
2017
Q1 		– Sell
-85,321
Closed -$1.96M – 126
2016
Q4 		$1.96M Sell
85,321
-353,968
-81% -$7M 0.02% 91
2016
Q3 		$7.74M Sell
439,289
-396,894
-47% -$6.75M 0.09% 62
2016
Q2 		$13.7M Sell
836,183
-169,924
-17% -$2.88M 0.22% 39
2016
Q1 		$17.6M Sell
1,006,107
-92,532
-8% -$1.46M 0.27% 32
2015
Q4 		$18.6M Sell
1,098,639
-8,880
-0.8% -$156K 0.38% 31
2015
Q3 		$18.5M Sell
1,107,519
-336,551
-23% -$5.76M 0.46% 22
2015
Q2 		$25.4M Buy
1,444,070
+63,497
+5% +$1.04M 0.57% 16
2015
Q1 		$22M Sell
1,380,573
-6,473
-0.5% -$100K 0.45% 39
2014
Q4 		$22.2M Buy
1,387,046
+33,236
+2% +$506K 0.64% 21
2014
Q3 		$19.4M Buy
1,353,810
+350,939
+35% +$5.4M 0.6% 26
2014
Q2 		$16.1M Sell
1,002,871
-3,182
-0.3% -$47.9K 0.4% 50
2014
Q1 		$16M Sell
1,006,053
-27,703
-3% -$437K 0.57% 39
2013
Q4 		$17.6M Sell
1,033,756
-73,410
-7% -$1.12M 0.64% 39
2013
Q3 		$15M Buy
1,107,166
+33,767
+3% +$442K 0.78% 38
2013
Q2 		$12.6M Buy
+1,073,399
New +$12M 0.68% 44

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

WCM Investment Management's CVBF Position: Q1 2017 in Review

WCM Investment Management sold out of CVB Financial (CVBF) in Q1 2017, closing a stake of 85,321 shares — an estimated $1.96M sold.

WCM Investment Management first reported a position in CVBF in Q2 2013 and held it in 15 quarters. The position peaked at $25.4M in Q2 2015. 149 funds tracked by Wall St. Rank hold CVBF as of Q1 2017.

  • WCM Investment Management reported no remaining CVB Financial position as of Q1 2017 after selling out during the quarter.
  • WCM Investment Management sold 85,321 CVB Financial shares in Q1 2017, an estimated $1.96M.
  • WCM Investment Management first reported a position in CVB Financial in Q2 2013 and held it in 15 quarters.
  • WCM Investment Management's CVB Financial position peaked at $25.4M in Q2 2015.
  • 149 funds tracked by Wall St. Rank held CVB Financial as of Q1 2017.

Based on WCM Investment Management's 13F filing for Q1 2017, filed 11 Apr 2017.