Advisor Group’s Civista Bancshares CIVB Stock Holding History

Advisor Group’s Portfolio CIVB Stock Details CIVB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$4K	Hold	181	–	–	﹤0.01%	4737
2019 Q3	$4K	Hold	181	–	–	﹤0.01%	4734
2019 Q2	$4K	Hold	181	–	–	﹤0.01%	4738
2019 Q1	$4K	Buy	+181	New	+$3.59K	﹤0.01%	4750
2018 Q3	–	Sell	-3,653	Closed	-$88K	–	5112
2018 Q2	$88K	Buy	+3,653	New	+$87.1K	﹤0.01%	2622
2017 Q4	–	Sell	-4,390	Closed	-$98K	–	4970
2017 Q3	$98K	Sell	4,390 -51	-1%	-$1.05K	﹤0.01%	2416
2017 Q2	$93K	Buy	4,441 +1,699	+62%	+$35.7K	﹤0.01%	2362
2017 Q1	$61K	Buy	+2,742	New	+$59.4K	﹤0.01%	2548

Other funds holding CIVB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MCM

Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return

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

CCM

Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BCM

BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

BFIM

Beese Fulmer Investment Management Canton, Ohio $1.73B AUM 44.09% 1-Year Est. Return

Advisor Group's CIVB Position: Q4 2019 in Review

Advisor Group held its Civista Bancshares (CIVB) position steady in Q4 2019 at 181 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #4737.

Advisor Group first reported a position in CIVB in Q1 2017 and has held it in 8 quarters since. The position peaked at $98K in Q3 2017. 102 funds tracked by Wall St. Rank hold CIVB as of Q4 2019.

Advisor Group held 181 shares of Civista Bancshares worth $4K as of Q4 2019.
Advisor Group left its Civista Bancshares share count unchanged in Q4 2019.
Civista Bancshares made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4737 holding.
Advisor Group first reported a position in Civista Bancshares in Q1 2017 and has held it in 8 quarters since.
Advisor Group's Civista Bancshares position peaked at $98K in Q3 2017.
102 funds tracked by Wall St. Rank held Civista Bancshares as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.