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West Oak Capital’s CVB Financial CVBF Stock Holding History

West Oak Capital’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
2016
Q4 		– Sell
-533
Closed -$9.38K – 353
2016
Q3 		$9.38K Buy
533
+4
+0.8% +$68 0.01% 296
2016
Q2 		$8.67K Buy
529
+4
+0.8% +$68 0.01% 271
2016
Q1 		$9.16K Buy
+525
New +$8.28K 0.01% 211
2015
Q4 		– Sell
-517
Closed -$9.06K – 217
2015
Q3 		$8.64K Buy
517
+3
+0.6% +$51 0.01% 219
2015
Q2 		$9.05K Buy
514
+4
+0.8% +$66 0.01% 217
2015
Q1 		$8.13K Buy
510
+3
+0.6% +$47 0.01% 219
2014
Q4 		$8.12K Buy
507
+4
+0.8% +$61 0.01% 231
2014
Q3 		$7.22K Buy
503
+3
+0.6% +$46 0.01% 214
2014
Q2 		$8.02K Buy
+500
New +$7.53K 0.01% 213

Other funds holding CVBF

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

West Oak Capital's CVBF Position: Q4 2016 in Review

West Oak Capital sold out of CVB Financial (CVBF) in Q4 2016, closing a stake of 533 shares — an estimated $9.38K sold.

West Oak Capital first reported a position in CVBF in Q2 2014 and held it in 9 quarters. The position peaked at $9.38K in Q3 2016. 147 funds tracked by Wall St. Rank hold CVBF as of Q4 2016.

  • West Oak Capital reported no remaining CVB Financial position as of Q4 2016 after selling out during the quarter.
  • West Oak Capital sold 533 CVB Financial shares in Q4 2016, an estimated $9.38K.
  • West Oak Capital first reported a position in CVB Financial in Q2 2014 and held it in 9 quarters.
  • West Oak Capital's CVB Financial position peaked at $9.38K in Q3 2016.
  • 147 funds tracked by Wall St. Rank held CVB Financial as of Q4 2016.

Based on West Oak Capital's 13F filing for Q4 2016, filed 4 Jan 2017.