ZIM
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ZPR Investment Management’s CB Financial Services CBFV Stock Holding History

ZPR Investment Management’s Portfolio CBFV Stock Details CBFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-6,909
Closed -$207K – 67
2017
Q4 		$207K Sell
6,909
-253
-4% -$7.55K 0.3% 53
2017
Q3 		$208K Buy
+7,162
New +$196K 0.32% 54

Other funds holding CBFV

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

ZPR Investment Management's CBFV Position: Q1 2018 in Review

ZPR Investment Management sold out of CB Financial Services (CBFV) in Q1 2018, closing a stake of 6,909 shares — an estimated $207K sold.

ZPR Investment Management first reported a position in CBFV in Q3 2017 and held it in 2 quarters. The position peaked at $208K in Q3 2017. 27 funds tracked by Wall St. Rank hold CBFV as of Q1 2018.

  • ZPR Investment Management reported no remaining CB Financial Services position as of Q1 2018 after selling out during the quarter.
  • ZPR Investment Management sold 6,909 CB Financial Services shares in Q1 2018, an estimated $207K.
  • ZPR Investment Management first reported a position in CB Financial Services in Q3 2017 and held it in 2 quarters.
  • ZPR Investment Management's CB Financial Services position peaked at $208K in Q3 2017.
  • 27 funds tracked by Wall St. Rank held CB Financial Services as of Q1 2018.

Based on ZPR Investment Management's 13F filing for Q1 2018, filed 16 May 2018.