Berman Capital Advisors’s Citizens CIA Stock Holding History

Berman Capital Advisors’s Portfolio CIA Stock Details CIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$2K	Buy	+346	New	+$1.97K	﹤0.01%	1667
2021 Q2	–	Sell	-142	Closed	–	–	1912
2021 Q1	$0	Hold	142	–	–	﹤0.01%	1782
2020 Q4	$0	Hold	142	–	–	﹤0.01%	1687
2020 Q3	$0	Hold	142	–	–	﹤0.01%	1615
2020 Q2	$0	Hold	142	–	–	﹤0.01%	1635
2020 Q1	$0	Buy	+142	New	+$878	﹤0.01%	1492

Other funds holding CIA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Berman Capital Advisors's CIA Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in Citizens (CIA) in Q3 2021: 346 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1667 among its holdings. This is a return to the name: Berman Capital Advisors previously reported a position in CIA as recently as Q1 2021.

Berman Capital Advisors first reported a position in CIA in Q1 2020 and has held it in 6 quarters since. 55 funds tracked by Wall St. Rank hold CIA as of Q3 2021.

Berman Capital Advisors held 346 shares of Citizens worth $2K as of Q3 2021.
Citizens was a new Berman Capital Advisors position in Q3 2021.
Citizens made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1667 holding.
Berman Capital Advisors first reported a position in Citizens in Q1 2020 and has held it in 6 quarters since.
55 funds tracked by Wall St. Rank held Citizens as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.