BA
CIZN

Ballew Advisors’s Citizens Holding Co. CIZN Stock Holding History

Ballew Advisors’s Portfolio CIZN Stock Details CIZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-5,800
Closed -$135K – 516
2018
Q3 		$135K Hold
5,800
– – 0.12% 100
2018
Q2 		$138K Hold
5,800
– – 0.16% 96
2018
Q1 		$127K Buy
+5,800
New +$128K 0.11% 107

Other funds holding CIZN

CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Ballew Advisors's CIZN Position: Q4 2018 in Review

Ballew Advisors sold out of Citizens Holding Co. (CIZN) in Q4 2018, closing a stake of 5,800 shares — an estimated $135K sold.

Ballew Advisors first reported a position in CIZN in Q1 2018 and held it in 3 quarters. The position peaked at $138K in Q2 2018. 16 funds tracked by Wall St. Rank hold CIZN as of Q4 2018.

  • Ballew Advisors reported no remaining Citizens Holding Co. position as of Q4 2018 after selling out during the quarter.
  • Ballew Advisors sold 5,800 Citizens Holding Co. shares in Q4 2018, an estimated $135K.
  • Ballew Advisors first reported a position in Citizens Holding Co. in Q1 2018 and held it in 3 quarters.
  • Ballew Advisors's Citizens Holding Co. position peaked at $138K in Q2 2018.
  • 16 funds tracked by Wall St. Rank held Citizens Holding Co. as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.