WCM Investment Management’s CVB Financial CVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-85,321
| Closed | -$1.96M | – | 126 |
|
|
2016
Q4 | $1.96M | Sell |
85,321
-353,968
| -81% | -$8.11M | 0.02% | 91 |
|
|
2016
Q3 | $7.74M | Sell |
439,289
-396,894
| -47% | -$6.99M | 0.09% | 62 |
|
|
2016
Q2 | $13.7M | Sell |
836,183
-169,924
| -17% | -$2.79M | 0.22% | 39 |
|
|
2016
Q1 | $17.6M | Sell |
1,006,107
-92,532
| -8% | -$1.61M | 0.27% | 32 |
|
|
2015
Q4 | $18.6M | Sell |
1,098,639
-8,880
| -0.8% | -$150K | 0.38% | 31 |
|
|
2015
Q3 | $18.5M | Sell |
1,107,519
-336,551
| -23% | -$5.62M | 0.46% | 22 |
|
|
2015
Q2 | $25.4M | Buy |
1,444,070
+63,497
| +5% | +$1.12M | 0.57% | 16 |
|
|
2015
Q1 | $22M | Sell |
1,380,573
-6,473
| -0.5% | -$103K | 0.45% | 39 |
|
|
2014
Q4 | $22.2M | Buy |
1,387,046
+33,236
| +2% | +$532K | 0.64% | 21 |
|
|
2014
Q3 | $19.4M | Buy |
1,353,810
+350,939
| +35% | +$5.04M | 0.6% | 26 |
|
|
2014
Q2 | $16.1M | Sell |
1,002,871
-3,182
| -0.3% | -$51K | 0.4% | 50 |
|
|
2014
Q1 | $16M | Sell |
1,006,053
-27,703
| -3% | -$440K | 0.57% | 39 |
|
|
2013
Q4 | $17.6M | Sell |
1,033,756
-73,410
| -7% | -$1.25M | 0.64% | 39 |
|
|
2013
Q3 | $15M | Buy |
1,107,166
+33,767
| +3% | +$458K | 0.78% | 38 |
|
|
2013
Q2 | $12.6M | Buy |
+1,073,399
| New | +$12.6M | 0.68% | 44 |
|