BCA
CIVI

Berman Capital Advisors’s Civitas Resources CIVI Stock Holding History

Berman Capital Advisors’s Portfolio CIVI Stock Details CIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-92
Closed -$2K – 1473
2019
Q3 		$2K Hold
92
– – ﹤0.01% 1160
2019
Q2 		$1K Buy
+92
New +$2.01K ﹤0.01% 1309

Other funds holding CIVI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LIA
LSP Investment Advisors New York $138M AUM 21.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berman Capital Advisors's CIVI Position: Q4 2019 in Review

Berman Capital Advisors sold out of Civitas Resources (CIVI) in Q4 2019, closing a stake of 92 shares — an estimated $2K sold.

Berman Capital Advisors first reported a position in CIVI in Q2 2019 and held it in 2 quarters. The position peaked at $2K in Q3 2019. 137 funds tracked by Wall St. Rank hold CIVI as of Q4 2019.

  • Berman Capital Advisors reported no remaining Civitas Resources position as of Q4 2019 after selling out during the quarter.
  • Berman Capital Advisors sold 92 Civitas Resources shares in Q4 2019, an estimated $2K.
  • Berman Capital Advisors first reported a position in Civitas Resources in Q2 2019 and held it in 2 quarters.
  • Berman Capital Advisors's Civitas Resources position peaked at $2K in Q3 2019.
  • 137 funds tracked by Wall St. Rank held Civitas Resources as of Q4 2019.

Based on Berman Capital Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.