WFG Advisors’s CVB Financial CVBF Stock Holding History

WFG Advisors’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
2014 Q1	–	Sell	-122	Closed	-$2K	–	2029
2013 Q4	$2K	Buy	+122	New	+$1.86K	﹤0.01%	1951

Other funds holding CVBF

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

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

BFA

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

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

Neuberger Berman Group New York $131B AUM 28.36% 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

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

CIP

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WFG Advisors's CVBF Position: Q1 2014 in Review

WFG Advisors sold out of CVB Financial (CVBF) in Q1 2014, closing a stake of 122 shares — an estimated $2K sold.

WFG Advisors first reported a position in CVBF in Q4 2013 and held it in 1 quarter. The position peaked at $2K in Q4 2013. 128 funds tracked by Wall St. Rank hold CVBF as of Q1 2014.

WFG Advisors reported no remaining CVB Financial position as of Q1 2014 after selling out during the quarter.
WFG Advisors sold 122 CVB Financial shares in Q1 2014, an estimated $2K.
WFG Advisors first reported a position in CVB Financial in Q4 2013 and held it in 1 quarter.
WFG Advisors's CVB Financial position peaked at $2K in Q4 2013.
128 funds tracked by Wall St. Rank held CVB Financial as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.