Advisor Group’s Citizens Community Bancorp CZWI Stock Holding History

Advisor Group’s Portfolio CZWI Stock Details CZWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$10K	Hold	825	–	–	﹤0.01%	4346
2019 Q3	$9K	Hold	825	–	–	﹤0.01%	4382
2019 Q2	$9K	Hold	825	–	–	﹤0.01%	4417
2019 Q1	$10K	Hold	825	–	–	﹤0.01%	4371
2018 Q4	$9K	Hold	825	–	–	﹤0.01%	4249
2018 Q3	$12K	Hold	825	–	–	﹤0.01%	4174
2018 Q2	$12K	Hold	825	–	–	﹤0.01%	3988
2018 Q1	$12K	Hold	825	–	–	﹤0.01%	3969
2017 Q4	$11K	Hold	825	–	–	﹤0.01%	4028
2017 Q3	$12K	Hold	825	–	–	﹤0.01%	3855
2017 Q2	$11K	Buy	+825	New	+$11.5K	﹤0.01%	3856

Other funds holding CZWI

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

CCM

Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

TAM

THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return

Advisor Group's CZWI Position: Q4 2019 in Review

Advisor Group held its Citizens Community Bancorp (CZWI) position steady in Q4 2019 at 825 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #4346.

Advisor Group first reported a position in CZWI in Q2 2017 and has held it in 11 quarters since. The position peaked at $12K in Q3 2018. 41 funds tracked by Wall St. Rank hold CZWI as of Q4 2019.

Advisor Group held 825 shares of Citizens Community Bancorp worth $10K as of Q4 2019.
Advisor Group left its Citizens Community Bancorp share count unchanged in Q4 2019.
Citizens Community Bancorp made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4346 holding.
Advisor Group first reported a position in Citizens Community Bancorp in Q2 2017 and has held it in 11 quarters since.
Advisor Group's Citizens Community Bancorp position peaked at $12K in Q3 2018.
41 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q4 2019.

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