WAM
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Wealthspire Advisors (Maryland)’s CVB Financial CVBF Stock Holding History

Wealthspire Advisors (Maryland)’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
-268
Closed -$6K – 810
2019
Q1 		$6K Hold
268
– – ﹤0.01% 1731
2018
Q4 		$5K Sell
268
-8
-3% -$173 ﹤0.01% 1711
2018
Q3 		$6K Buy
276
+82
+42% +$1.94K ﹤0.01% 1718
2018
Q2 		$4K Buy
194
+25
+15% +$575 ﹤0.01% 1866
2018
Q1 		$4K Sell
169
-177
-51% -$4.16K ﹤0.01% 1891
2017
Q4 		$8K Buy
346
+164
+90% +$3.9K ﹤0.01% 1665
2017
Q3 		$4K Buy
182
+5
+3% +$108 ﹤0.01% 1835
2017
Q2 		$4K Buy
+177
New +$3.79K ﹤0.01% 1809

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
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
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

Wealthspire Advisors (Maryland)'s CVBF Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of CVB Financial (CVBF) in Q2 2019, closing a stake of 268 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in CVBF in Q2 2017 and held it in 8 quarters. The position peaked at $8K in Q4 2017. 183 funds tracked by Wall St. Rank hold CVBF as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining CVB Financial position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 268 CVB Financial shares in Q2 2019, an estimated $6K.
  • Wealthspire Advisors (Maryland) first reported a position in CVB Financial in Q2 2017 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s CVB Financial position peaked at $8K in Q4 2017.
  • 183 funds tracked by Wall St. Rank held CVB Financial as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.