ZIM
CVBF icon

Zacks Investment Management’s CVB Financial CVBF Stock Holding History

Zacks Investment Management’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
Q1 		– Sell
-11,481
Closed -$184K – 642
2014
Q4 		$184K Buy
+11,481
New +$175K 0.01% 605
2014
Q3 		– Sell
-19,467
Closed -$312K – 680
2014
Q2 		$312K Buy
+19,467
New +$293K 0.01% 563

Other funds holding CVBF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Zacks Investment Management's CVBF Position: Q1 2015 in Review

Zacks Investment Management sold out of CVB Financial (CVBF) in Q1 2015, closing a stake of 11,481 shares — an estimated $184K sold.

Zacks Investment Management first reported a position in CVBF in Q2 2014 and held it in 2 quarters. The position peaked at $312K in Q2 2014. 134 funds tracked by Wall St. Rank hold CVBF as of Q1 2015.

  • Zacks Investment Management reported no remaining CVB Financial position as of Q1 2015 after selling out during the quarter.
  • Zacks Investment Management sold 11,481 CVB Financial shares in Q1 2015, an estimated $184K.
  • Zacks Investment Management first reported a position in CVB Financial in Q2 2014 and held it in 2 quarters.
  • Zacks Investment Management's CVB Financial position peaked at $312K in Q2 2014.
  • 134 funds tracked by Wall St. Rank held CVB Financial as of Q1 2015.

Based on Zacks Investment Management's 13F filing for Q1 2015, filed 12 May 2015.