Weil Company’s CVB Financial CVBF Stock Holding History

Weil Company’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 Q4	–	Sell	-530	Closed	-$11K	–	162
2019 Q3	$11K	Buy	+530	New	+$11.1K	0.01%	281

Other funds holding CVBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Weil Company's CVBF Position: Q4 2019 in Review

Weil Company sold out of CVB Financial (CVBF) in Q4 2019, closing a stake of 530 shares — an estimated $11K sold.

Weil Company first reported a position in CVBF in Q3 2019 and held it in 1 quarter. The position peaked at $11K in Q3 2019. 185 funds tracked by Wall St. Rank hold CVBF as of Q4 2019.

Weil Company reported no remaining CVB Financial position as of Q4 2019 after selling out during the quarter.
Weil Company sold 530 CVB Financial shares in Q4 2019, an estimated $11K.
Weil Company first reported a position in CVB Financial in Q3 2019 and held it in 1 quarter.
Weil Company's CVB Financial position peaked at $11K in Q3 2019.
185 funds tracked by Wall St. Rank held CVB Financial as of Q4 2019.

Based on Weil Company's 13F filing for Q4 2019, filed 13 Feb 2020.