AG
CZFC

Advisor Group’s Citizens First Corporation CZFC Stock Holding History

Advisor Group’s Portfolio CZFC Stock Details CZFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-3,600
Closed -$65K – 4881
2016
Q4 		$65K Sell
3,600
-93
-3% -$1.6K ﹤0.01% 2405
2016
Q3 		$59K Buy
+3,693
New +$58.1K ﹤0.01% 2404

Other funds holding CZFC

SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return
ROC
River Oaks Capital Wayzata, Minnesota $67.9M AUM 13.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
LFA
Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Advisor Group's CZFC Position: Q1 2017 in Review

Advisor Group sold out of Citizens First Corporation (CZFC) in Q1 2017, closing a stake of 3,600 shares — an estimated $65K sold.

Advisor Group first reported a position in CZFC in Q3 2016 and held it in 2 quarters. The position peaked at $65K in Q4 2016. 15 funds tracked by Wall St. Rank hold CZFC as of Q1 2017.

  • Advisor Group reported no remaining Citizens First Corporation position as of Q1 2017 after selling out during the quarter.
  • Advisor Group sold 3,600 Citizens First Corporation shares in Q1 2017, an estimated $65K.
  • Advisor Group first reported a position in Citizens First Corporation in Q3 2016 and held it in 2 quarters.
  • Advisor Group's Citizens First Corporation position peaked at $65K in Q4 2016.
  • 15 funds tracked by Wall St. Rank held Citizens First Corporation as of Q1 2017.

Based on Advisor Group's 13F filing for Q1 2017, filed 15 May 2017.