Wealthfront’s CVB Financial CVBF Stock Holding History

Wealthfront’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
2015 Q4	–	Sell	-894	Closed	-$15K	–	443
2015 Q3	$15K	Buy	894 +865	+2,983%	+$14.8K	﹤0.01%	826
2015 Q2	$1K	Buy	+29	New	+$477	﹤0.01%	1227

Other funds holding CVBF

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

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

CIP

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

SAM

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wealthfront's CVBF Position: Q4 2015 in Review

Wealthfront sold out of CVB Financial (CVBF) in Q4 2015, closing a stake of 894 shares — an estimated $15K sold.

Wealthfront first reported a position in CVBF in Q2 2015 and held it in 2 quarters. The position peaked at $15K in Q3 2015. 143 funds tracked by Wall St. Rank hold CVBF as of Q4 2015.

Wealthfront reported no remaining CVB Financial position as of Q4 2015 after selling out during the quarter.
Wealthfront sold 894 CVB Financial shares in Q4 2015, an estimated $15K.
Wealthfront first reported a position in CVB Financial in Q2 2015 and held it in 2 quarters.
Wealthfront's CVB Financial position peaked at $15K in Q3 2015.
143 funds tracked by Wall St. Rank held CVB Financial as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.